CIO View

DWS’s market evaluation

Latest Articles

Sep 18, 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Sep 18, 2019 Macro

U.S. Economic Outlook

How much should you read into the recent inversion of the U.S. yield curve?

Sep 16, 2019 Global

Don't underestimate the threats to global oil supply

A drone attack took out half of Saudi oil supply. Much of this looks set to be restored swiftly. The attack nevertheless highlights geopolitical threats to the world economy.

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CIO View Quarterly

Sep 18, 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Sep 13, 2019 Dividend

Still in love with equities?

There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip.

Sep 09, 2019 Macro Outlook

Rising risks

We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.

Asset Classes

Sep 18, 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Sep 13, 2019 Emerging Markets

Emerging attractions

Chart of the week

Sep 11, 2019 Equities

Americas CIO View

Last chance to de-risk?: Possibly seek dividend yield where earnings are safe

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How we see the markets

Investment Traffic Lights

In August, the bond market was bursting with records. The low-interest environment is likely to stay with us for some time. The joy of equity investors is not unspoiled, fears of recession are spreading.

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Our forecasts

All forecasts at a glance

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Videos

Most popular

Aug 13, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Jul 17, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Jun 25, 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

Jun 14, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

May 16, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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