Archive

Results: 391 Matches

Sep 20, 2024 Retirement Solutions

Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

Demographics, Retirement Solutions
Sep 20, 2024 Macro

10 themes for the year ahead

By: Björn Jesch

CIO View Special

Macro
Sep 19, 2024 CIO Flash

Goodbye inflation, hello unemployment

With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation

Macro, Inflation, Central banks
Sep 19, 2024 Equities

Portfolio Net Zero Implementation and Return: Not Always a Trade-off

By: Crystal Cheng, Tommy Law

Investors could make tactical and strategic net zero investment decisions in conjunction with DWS’CIO View and Long-Term Capital Market Assumptions on a sector level.

Equities
Sep 17, 2024 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Macro
Sep 13, 2024 ESG

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

ESG, Macro
Sep 12, 2024 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
Sep 12, 2024 Letter to Investors

Still optimistic but with modest expectations

By: Björn Jesch

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
Sep 09, 2024 Americas

Americas CIO View

By: David Bianco

Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters

Americas, Inflation
Sep 06, 2024 Central banks

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

ESG, Macro
Sep 04, 2024 Equities

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Alternatives, Equities, Fixed Income
Sep 02, 2024 Asia Pacific

Japan – still on track

By: Björn Jesch, Lilian Haag

Japan’s financial markets suffered more than most in the early August global market correction. While this shows the perils of leveraged carry trades based on a weak yen, the investment case for the country remains positive.

Equities
Aug 30, 2024 Multi Asset

Long View Q2: Equity concentration risk & long-term estimates for Value, Growth and Small Cap

By: Jason Chen, Dirk Schlüter, Bhavesh Warlyani

Multi Asset
Aug 30, 2024 ESG

China dominates the expansion of solar capacity

Growing supply led to significantly falling prices for solar modules

ESG, Macro
Aug 23, 2024 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China and India Focus on Fiscal Discipline

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