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Analysis of the German Election Results | Wassim Jomaa Provides Insights on Al Arabiya Business

Analysis of the German Election Results | Wassim Jomaa Provides Insights on Al Arabiya Business

Al Arabiya Business hosted Wassim Jomaa, CFA, Chief Investment Officer at The Family Office, to discuss the German elections and the potential implications of their results on the German and European markets, along with the latest data from the U.S. Below are the highlights of the interview:

Mar 3, 2025Management Insights- 1 min
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  • If the trend of long-term bond yields in Germany continues to rise, this may indicate that the results of the German elections will impact economic spending, with the possibility that the new government will adopt a more flexible approach toward the country's debt rules.

  • The results of the German elections could have repercussions on the potential for the reindustrialization of Germany through changes in energy policies that may move away from green energy. Additionally, these results could affect the defense and aviation sectors and positively impact Eastern European countries.

  • The economy in the U.S. is currently experiencing a slowdown, while inflation expectations are rising, affecting the markets. Most sectors have declined, except for two defensive sectors: utilities and consumer staples.

  • At The Family Office, we recommend avoiding concentration of investments in a single sector and instead focusing on private assets or European, Asian, Chinese, or Japanese markets.

Watch the full interview above.

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Since 2004, The Family Office has been the wealth manager of choice for more than 500 ultra-high-net worth families and individuals, helping them preserve and grow their wealth through customized solutions in diversified alternatives and more. Schedule a call with our financial experts and learn more about our wealth management process.


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