Our evaluations and analyses

CIO View

11. Okt 2019 Europe

How much worse can things get in Germany?

Chart of the week

08. Okt 2019

Lessons from the U.S. repo-market turmoil

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

04. Okt 2019 Europe

Vive la divergence!

Chart of the week

02. Okt 2019 Equities

Americas CIO View

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

CIO View Quarterly

04. Okt 2019

CIO View complete pdf

Get the complete CIO View as pdf

30. Sep 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

25. Sep 2019 ESG

Climate-transition risk and asset allocation

A methodology that focuses on climate-transition risk may help to identify investment implications of moving toward a low-carbon economy.

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Investment Topics

15. Okt 2019 Sustainability

Why rising sea levels pose a severe risk to investors

Global warming makes sea levels rise. Flooding increasingly impacts coastal countries, but also companies and, therefore, investors. It is high time to take action.

14. Okt 2019 Equities

Could the stock market start to slide? How the oil price affects equity markets

The attack on Saudi Arabian oil facilities in mid-September catapulted the oil price upwards for a time. Equity investors were also alarmed. Were they right?

11. Okt 2019 Bonds

Green bonds – in search of truly green debt issues

Investors are increasingly allocating to bonds that finance environmentally friendly projects. But this rapidly growing sector has its own black sheep.

DWS Research Institute

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

24. Jul 2019 ESG

German Corporates & Sustainability

German corporates are faced with significant risks and opportunities when it comes to sustainability and specifically climate change.

29. Apr 2019 Private Equity

Have your private equity cake and eat it

Up until now, investors in private equity had to choose between the superior alpha of direct buy-outs or a secondary market that offered more liquidity and less risk.

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