CIO View

DWS’s market evaluation

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Mar 01, 2021 Global

Heading for some kind of normality

The economy is starting a new cycle while capital markets are showing typical late-cycle characteristics. Overall, this makes us optimistic.
Mar 01, 2021 Forecasts

Our forecasts

All forecasts at a glance
Feb 26, 2021 ESG

How companies drive climate action already

Company commitments to cut greenhouse gases have begun to spread in high-emitting sectors. Chances are we could see a further acceleration over the coming months.
Feb 23, 2021 Macro

U.S. Economic Outlook

Upgrading our forecasts for the U.S. economy
Feb 22, 2021 Equities

Americas CIO View

Amazing S&P 500 net profit margins: 12% overall and 24% at tech.
Feb 19, 2021 Inflation

Are markets right to be quite so upbeat?

Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.

How we see the markets

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.
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