White Paper – Germany: Moving Toward a Wartime Economy?

Analysis of Germany’s Economic and Industrial Transformations in an Unprecedented Geopolitical Context

Download our white paper and access to an in-depth analysis of Germany’s economic transformations as it faces new geopolitical, industrial, and strategic challenges in Europe. Essential insights for understanding the economic, industrial, and geopolitical stakes facing the leading driver of the European economy.

Understanding the Transformation of the German Economic Model

As Europe’s economic pillar, Germany is facing a deep restructuring of its industrial and economic model. The rise of geopolitical tensions, the wars in Ukraine and the Middle East, strategic sovereignty challenges, as well as energy and industrial constraints, are forcing the country to rethink its economic and fiscal priorities.

This white paper, adapted from an article written by ODDO BHF and published via the Institut Montaigne, a leading think tank on economic, industrial, and geopolitical issues, offers a structured, well-documented, and forward-looking analysis of this shift toward what some are already calling a “war economy”.

The analysis is authored by:

• Benoît Claveranne, Managing Partner, Member of the Executive Committee in charge of Transformation and Development at the ODDO BHF Group
• Alexandre Robinet-Borgomano, Director of Communications, Media, and Public Affairs at the ODDO BHF Group

What you will discover

• The historical and economic foundations of the German model
• The impact of new defense and rearmament doctrines on the economy
• The consequences for industry, energy, and public finances
• The implications for European competitiveness and the EU’s economic balance
• The strategic challenges for businesses, investors, and decision-makers

Who is this white paper for?

This white paper is intended for:

• Business leaders and economic decision-makers
• Investors and finance professionals
• Strategy, innovation, and public affairs executives
• Institutions, researchers, and public sector stakeholders
• Anyone wishing to better understand Germany’s economic and industrial transformations

Download the white paper

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Disclaimer

This document is provided for information purposes only and does not create any obligations on the part of ODDO BHF. It does not constitute, and should not be construed, as an investment recommendation, an offer to sell, or a solicitation of an offer to buy or subscribe to any investment. The opinions, views, or forecasts expressed herein reflect those of the author(s), unless otherwise stated, and do not necessarily represent the views of any other person or of ODDO BHF.
All opinions expressed are based on the current context and are subject to change without notice. This document does not constitute investment research and has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Accordingly, its distribution is not subject to any prohibition on the execution of personal transactions prior to its publication.