Company visits in Munich: Goldman Sachs & Berenbergs German Corporate Conference

Our portfolio managers David, Emma, and Douglas participated this week in Goldman Sachs & Berenberg’s German Corporate Conference in Munich. They met with several of Germany’s largest listed companies, including Allianz – a holding in our global portfolios.

Discussions covered current topics such as digitalisation and AI, as well as the significant fiscal initiatives expected in Germany in the coming years, with investments in infrastructure highlighted as a key driver of growth.