CIO View

DWS’s market evaluation

Latest Articles

Feb 14, 2020 Macro

Looks like SARS

The number of people suffering from the coronavirus continues to increase every day. Meanwhile, the stock markets are chasing record highs again. How does that fit together?

Feb 07, 2020 Macro

How contagious are earnings estimates?

Markets seem to have shrugged off the coronavirus. Meanwhile, the earnings outlook continues to be uninspiring. What are investors hoping for?

Feb 05, 2020 Equities

Americas CIO View

Manufacturing rebound? Signals are mixed even before the virus

Feb 04, 2020 Macro

Investment Traffic Lights

After a turbulent start to the year, investors may be asking themselves whether to buy into the weakness or hedge their positions further? Or do both?

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CIO View Quarterly

Dec 18, 2019 CIO View Quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

Dec 17, 2019 Alternatives

The modern apartment renter

Understanding and appealing to the modern apartment renter in the U.S.

Dec 16, 2019 Equities

From TINA to FOMO

Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.

Asset Classes

Feb 14, 2020 Macro

Looks like SARS

The number of people suffering from the coronavirus continues to increase every day. Meanwhile, the stock markets are chasing record highs again. How does that fit together?

Feb 07, 2020 Macro

How contagious are earnings estimates?

Markets seem to have shrugged off the coronavirus. Meanwhile, the earnings outlook continues to be uninspiring. What are investors hoping for?

Feb 05, 2020 Equities

Americas CIO View

Manufacturing rebound? Signals are mixed even before the virus

Read more

How we see the markets

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

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Our forecasts

All forecasts at a glance

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Videos

Most popular

Aug 13, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Jul 17, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Jun 25, 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

Jun 14, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

May 16, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.

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