26.11.2025
The industrial order of the last 30 years just broke, quietly.
2025 marks a historic turning point: Germany, once the world’s industrial powerhouse, now imports more capital goods from China than it exports. A symbolic reversal that forces Europe to rethink its technological sovereignty and industrial strategy.
This isn’t deglobalization — it’s a global industrial renaissance. Countries are reshoring production, rebuilding infrastructure, boosting defense, and securing critical supply chains.
At the same time, the eurozone is shifting from high inflation to near-deflation, with slowing growth and weakening labor markets. The ECB is running out of time.
Two tectonic plates are moving in 2025: Germany’s industrial model is cracking, and Europe’s economic cycle is turning sharply. The global industrial map is being rewritten.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion!
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On behalf of the entire Cité Gestion team : Happy New Year 2026 !
As 2025 has been an intense year for the financial world, we would like to thank you for staying engaged with us.
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25.12.2025
Looking back on the year 2025
On this particularly festive day, we would like to take the opportunity to look back on the accomplishments and experiences we shared in 2025.
Your trust, combined with our colleague's commitment, has truly made a meaningful difference throughout this year.
We sincerely thank you all and wish you a Merry Christmas !
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