Demographics squeezing yields

Yields are hovering at zero percent– are the monetary policies of the central banks the sole cause? No, not necessarily. There are clear indications that demographic changes also play a role.

Investment Traffic Lights

By: Stefan Kreuzkamp

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Thinking about sector allocation in new ways

By: Petra Pflaum

Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.

Learning from market turbulence

By: Joern Wasmund

In response to the economic damage, ample liquidity should continue to create opportunities, especially in corporate and higher yielding bonds.

EU bonds: the opportunities they offer investors

As an institution, the European Union is borrowing on a large scale for the first time for its reconstruction fund. This creates opportunities for security-conscious investors.

Everything you need to know about currency risk

How dangerous is currency risk for investors? When is it worth hedging and when not?

Investment Traffic Lights

By: Stefan Kreuzkamp

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Looking to 2030: shares and infrastructure are the favourites

The coronavirus crisis has further shifted the weighting of individual asset classes‘ return prospects for the next decade. Equities and alternative investments look particularly likely to offer private investors relatively good earnings opportunities.

Fixed Income ETFs: Behind the growth story

By: Oliver Souliac, Deniz Ersan, Lukas Ahnert

The recent, turbulent times have tested the limits of ETFs, with underlying Fixed Income markets experiencing extreme stress. This episode has demonstrated that Fixed Income ETFs coped well: they have passed the test of time and perceived weaknesses have turned out to be strengths. We look into how ETFs respond to Fixed Income market realities and conclude with a scorecard to help investors better assess and select Fixed Income ETFs.

Our forecasts

All forecasts at a glance

How far have markets run ahead of themselves?

By: Stefan Kreuzkamp

While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.

Green bonds are on the rise

Equities are not the only way to support sustainability and climate protection. You can do this with bonds too. Learn why this segment is booming and what investors should know.

DWS Long View - Update

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

DWS raises the bar for ESG

DWS is introducing an additional stage to its active investment process. Smart Integration is a sophisticated analysis process that makes sustainable investment decisions even better, thereby contributing to a more sustainable economy, society and environment.