Our evaluations and analyses

CIO View

22. Jan 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

21. Jan 2020 Macro

U.S. Economic Outlook

Is the U.S. labor market turning?

17. Jan 2020 Currencies

The ECB, the Fed, rates, yields and currencies

Chart of the week

17. Jan 2020 Equities

Americas CIO View

Beware a value rotation trap

CIO View Quarterly

18. Dez 2019 CIO View Quarterly

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17. Dez 2019 Alternatives

The modern apartment renter

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

16. Dez 2019 Equities


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

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Investment Topics

21. Jan 2020 Equities

China and artificial intelligence

Fund manager Tobias Rommel spent several weeks travelling around China to learn first-hand about the development of artificial intelligence there. "Companies are making tremendous progress," he explains in this interview.

13. Jan 2020 Equities

Happy New Year on the stock markets in 2020?

2019 was a great year for stock markets, but what will 2020 bring? There’s a good chance that the upwards trend will continue, although it might not be as strong as last year.

07. Jan 2020 Sustainability

Good corporate governance pays off

Corporate governance seems to be the linchpin in sustainable investment. Experience shows that well-managed companies have significantly fewer environmental and social problems.

DWS Research Institute

18. Nov 2019 ESG

Integrating climate transition risk into investment portfolios

Climate change is a significant risk for investors, from the financial losses incurred from extreme weather events, the asset re-pricing in the transition to a low carbon economy to the use of law courts as a new instrument to enforce and accelerate climate change action.

29. Okt 2019 ESG

Why emerging markets are defined by ESG

ESG forces are moving deeper into emerging markets from the network of central banks sharing best practice, stock exchanges mandating ESG disclosure requirements, regulators acting in the area of fiduciary duty and the launch of new EM-focused investment products.

09. Okt 2019 ESG

Responsible investing - The world tour

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

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CIO View

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