Investing in the GET-World. Geopolitics, ESG and technology as macro drivers of the 2020s

The removal of Donald Trump from office in November has brought great relief to German politics, business and society. But anyone who thinks that under the new US president Joe Biden a return to the supposed good old days will follow is mistaken. After all, regardless of the presidential election, 2020 marks the end of a 30-year geopolitical boom from which German industry with its global value chains has benefited more than any other.