Germany

BGA Global Brief: Franco-German Partnership

Reshaping Europe’s Security and Defense Structures – Opportunities for Investors and Markets Download the full Global Brief Berlin Global Advisors (BGA) provides geopolitical risk and investment advisory services to financial investors and corporate clients. The BGA Global Brief is a product we’ve created to keep our clients informed on high level policy issues. This service …

BGA Global Brief: Franco-German PartnershipRead More »

BGA Partner Ben Hodges’ op-ed on Trump’s approach at NATO in NPR

BGA Partner Ben Hodges produced an opinion piece published in NPR’s blog following the latest NATO Summit in Brussels. Ben gives his first hand account of US President Donald Trump’s “wrecking ball” approach to the summit as well his efforts to alienate some of the US’ most dependable allies, namely Germany, over increased defense spending. …

BGA Partner Ben Hodges’ op-ed on Trump’s approach at NATO in NPRRead More »

BGA’s Todd Williamson’s column “The Other Pivot to Asia” published in the Berlin Policy Journal

BGA Senior Consultant Todd Williamson wrote a column titled “The Other Pivot to Asia” in Berlin Policy Journal’s Red Herring & Black Swan series. The piece explores how the formation of the Asia Infrastructure and Investment Bank (AIIB) in 2015 was one of the early signs of today’s transatlantic divisions between the EU and the US. …

BGA’s Todd Williamson’s column “The Other Pivot to Asia” published in the Berlin Policy JournalRead More »

BGA Cable: U.S. Iran Sanctions – What Investors Can Do Now

New US sanctions threat increases business uncertainty for Iran Iran has become an important investment destination for many European companies that now face major uncertainty because of President Trump’s decision to back out of the Iran nuclear agreement (Joint Comprehensive Plan of Action – JCPOA) and to re-impose US sanctions against Iran: The U.S. Departments …

BGA Cable: U.S. Iran Sanctions – What Investors Can Do NowRead More »

BGA Cable: US-German relations

The Situation Chancellor Merkel’s forthcoming visit to Washington this week, on the heels of President Macron, will focus on enforcing a permanent suspension of steel tariffs for the EU. However, this trip will be challenging as the relationship between Trump and Merkel is not characterized by a lot of sympathy. The US President’s willingness to …

BGA Cable: US-German relationsRead More »

BGA Cable: Euro Area

Euro area: saving banks  After almost a 6 months absence German policy making finally resumed, leaving ministers limited time to pick up their briefs ahead of the G20 and the EU summit this week. While the lengthy German collation has already delayed in the euro area reform project to June, matters are complicated further by …

BGA Cable: Euro AreaRead More »

BGA Cable: Europe

Italy: Stuck in time The Italian general election produced the widely feared political stalemate as M5S surged ahead taking 32% of the public vote. The centre-right coalition gained only 36% of the vote with Lega coming well ahead of Berlusconi’s Forza Italia. On the left, the ruling PD fell to under 20% burying the hopes …

BGA Cable: EuropeRead More »

BGA Hosts Client Call on Germany’s Political Stalemate and European Uncertainty

BGA’s Jan Kallmorgen (CEO) and Dierk Brandenberg (Managing Partner, London) headlined a client call forecasting 2018 risks emanating out of Europe and Germany and their impact on investor decision making.  Some of the topics included: When will we see a new German government? Will Angela Merkel govern with a minority or the SPD? Who could …

BGA Hosts Client Call on Germany’s Political Stalemate and European UncertaintyRead More »

BGA Cable: Germany

  A minority government in Germany?  With the collapse of the “Jamaica“ negotiations, BGA now sees a 40% probability of new elections in March or April 2018 (up from 25%).  BGA estimates a 40% likelihood for a CDU/Merkel-led minority government supported by SPD, Greens and/or FDP.   Other potential outcomes and their respective probabilities: 10% for a Merkel-led …

BGA Cable: GermanyRead More »

Would you like to start working with us?