CIO Archive

Results: 582 Matches

Nov 15, 2019 Macro

Not so fast

Chart of the week

Europe, Macro
Nov 14, 2019 Equities

Americas CIO View

By: David Bianco

Re-examine valuation and growth at new record high

Equities, Americas
Nov 08, 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

Global, Equities
Nov 07, 2019 Macro

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Europe, Politics, Macro
Nov 06, 2019 Equities

Americas CIO View

By: David Bianco

Macro and earnings no worse than feared, but is this rally justified?

Equities, Americas
Nov 04, 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

Fixed Income, Equities, Alternatives, Global, Multi Asset
Nov 01, 2019 Politics

Lessons from the Brexit saga

Chart of the week

Macro, Politics
Oct 31, 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Volatile times ahead

Alternatives, Commodities
Oct 25, 2019 Equities

Investors know which Brexit they favor

Chart of the week

Europe, Equities
Oct 24, 2019 Europe

With "victories" like this…

Prime Minister Boris Johnson won a rare half-victory in the House of Commons. This has prompted us to revise our DWS Brexit scenario probabilities.

Europe, Politics
Oct 21, 2019

U.S. Economic Outlook

By: Christian Scherrmann

The end of a cutting cycle ahead?

Macro, Central banks
Oct 18, 2019 Europe

A new Brexit deal? That was the easy bit!

Even if the Commons were to endorse Boris Johnson's new deal on Saturday, further stumbling blocks remain.

Europe, Politics
Oct 18, 2019 Americas

Where have all those profits gone?

Chart of the week

Macro, Americas
Oct 11, 2019 Europe

How much worse can things get in Germany?

Chart of the week

Macro, Europe
Oct 08, 2019

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government Bonds, Americas
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