CIO View

DWS’s market evaluation

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Apr 09, 2021 Americas

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.
Apr 07, 2021 Global

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
Apr 07, 2021 Equities

Americas CIO View

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more
Apr 01, 2021 Europe

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.
Mar 29, 2021 Inflation

The return of inflation?

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Mar 26, 2021 Commodities

CIO Commodity Commentary

Oil takes a break after dizzying heights

How we see the markets

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
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