The Dawn Of A New Day In Germany

October 19, 2018 3 min read

Germany has been front-page news around the world lately, as perhaps there is Schadenfreude in some quarters regarding what appears to be collapsing German political stability. In the key Southern Germany state of Bavaria, the elections last Sunday had the once-supreme Christian Social Union (CSU, the sister party of Angela Merkel’s CDU, with the two parties forming what is known in Germany as the Union) losing its absolute majority. The CSU now must look for coalition partner among the other political parties to form the next Bavarian state government. In the markets in general and my proprietary net positive scoring…...

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Claudio Brocado Claudio Brocado is a seasoned financial professional with substantial corporate finance experience, followed by over twenty years in the financial services industry — sell-side as well as over sixteen years on the buy-side, including firms such as RCM (now Allianz Global Investors), Putnam, Fidelity and Batterymarch, an affiliate of Legg Mason. Mr. Brocado has substantial global expertise and interests (complemented by formal studies in foreign languages and literatures) and enjoys a strong understanding of multiple cultures and intercultural communications. He has Bachelor of Arts with a double major from Washington State University (in Hotel and Restaurant Administration and Foreign Languages and Literatures) and a Masters in Business Administration from the University of California, Irvine. Starting in 2014, Claudio (now officially retired) spends much of his ‘professionally-oriented’ time performing research on and investing in global financial markets — developed and emerging — with a long-term (5-year-plus investment horizon). Having grown up in Mexico, and with extensive contacts at all levels of industry and financial services throughout Latin America, Mr. Brocado can provide value added to global investors participating in the region. Claudio is the author of the book “Against #shortermism” - A few lessons on the importance of a long-term corporate culture. He publishes frequently on LinkedIn, Seeking Alpha and Medium (including their specialized “Data Driven Investor” platform). Mr. Brocado is also a member of the Board of Directors of Young Investors Society (YIS.org), a US-based non-profit organization focused on improving the financial literacy of high school youths in the US and a growing number of countries.

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The Dawn Of A New Day In Germany

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