Insights

Our evaluations and analyses

CIO View

Sep 18, 2020 Equities

A questionable pas de deux: S&P 500 and Vix

While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?

Sep 16, 2020 Equities

Americas CIO View

S&P 500 leverage update: another young vs. old sector split

Sep 14, 2020 Macro

U.S. elections 2020: Everything will be obvious, once you know the answers

The upcoming U.S. elections could be remembered as the most important since 1980.

Sep 11, 2020 Macro

Investment Traffic Lights

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Sep 11, 2020 Macro

How the UK went from leader to laggard

The vote to leave the European Union has cost the UK dearly already. Not much time is left to prevent even more economic damage

Sep 04, 2020 Inflation

Money supply grows, but not inflation rates

Monetary aggregates are growing briskly across the globe. The outlook for inflation remains benign, at least for now

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DWS Research Institute

Sep 11, 2020 ESG

Stakeholders and shareholders

Why Milton Friedman got it wrong

Aug 07, 2020 Multi Asset

DWS Long View - Update

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Jul 13, 2020 Macro

Dilution Risk in the US Banks

In a report in Apriltthe dilution risk in equities from the economic downturn triggered by the lockdown related to the COVID-19 pandemic was analysed. Now we look at those scenarios using the results of the Federal Reserve’s 2020 stress test of US banks.

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Investment Topics

Sep 17, 2020 Fixed Income

EU bonds: the opportunities they offer investors

As an institution, the European Union is borrowing on a large scale for the first time for its reconstruction fund. This creates opportunities for security-conscious investors.

Sep 11, 2020

Everything you need to know about currency risk

How dangerous is currency risk for investors? When is it worth hedging and when not?

Sep 07, 2020 Equities

Looking to 2030: shares and infrastructure are the favourites

The coronavirus crisis has further shifted the weighting of individual asset classes‘ return prospects for the next decade. Equities and alternative investments look particularly likely to offer private investors relatively good earnings opportunities.

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