CIO View

DWS’s market evaluation

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Jun 05, 2020 Macro

No sign of a credit crunch

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

Jun 03, 2020 Macro

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.

May 29, 2020 Equities

Expensive stocks become more expensive as cheap ones stay cheap

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

May 25, 2020 Global

A growing opportunity set

Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.

May 22, 2020 Macro

U.S. Economic Outlook

Layers of uncertainty

May 22, 2020 Globalization

Losing streak

The damage from recent trade conflicts between the United States and China may prove hard to reverse, harming U.S. consumers and businesses alike.

May 20, 2020 Equities

Americas CIO View

Ready or not, normal here we come: But hard to find for many

May 18, 2020 Commodities

CIO Commodity Commentary

Post the oil-price inflection

May 15, 2020 Macro

Bad times for people with lower-paying jobs

U.S. labor statistics look bad at first, and pretty sad at second sight. Even an apparently positive detail proves to have a negative narrative.

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How we see the markets

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.

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