The case for German equities does not rest on the outcome of the election. For more than a year now, change in Germany has been driven by the corporate sector, while government reform momentum has slowed down.

Lars Kreckel

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The market is beginning to price the end of the (Fed) rate hiking cycle in.

— Lars Kreckel

It's difficult to say if it's cyclical or defensive sectors driving the market. Whatever sector is seeing some M&A speculation or activity is the one that's going well at the moment.

— Lars Kreckel

The only trend you can really identify at the moment is that things seem to be M&A driven.

— Lars Kreckel

Fed and ECB rate hikes should not present a liquidity problem for equity markets.

— Lars Kreckel

Interest rates pose little medium-term risk to equities in our view.

— Lars Kreckel