AI must fix it

By: Björn Jesch

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Our forecasts

All forecasts at a glance

DWS Long View - 2024

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

Europe’s transformational scorecard

By: Michael Lewis, Murray Birt, Maria Milina

Tracking European sovereigns in their transformational journeys

Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Americas CIO View

By: David Bianco

The end of macro?: Some companies are so big they are the macro

India – a poorly kept secret

By: Björn Jesch

India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.

Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

A Bit of Bitcoin Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

​A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.