Results: 883 Matches

Nov 26, 2021 Politics

Forming a new government was the easy bit

Climate protection, digitalization and pragmatism

Politics, Equities, Fixed Income, ESG, Alternatives
Nov 26, 2021 Equities

Exceptional U.S. quarterly earnings

S&P 500 third quarter earnings grew pretty strongly, not only compared to 2020, but also to Covid-free 2019. Growth is likely to persist, but at a lower level.

Equities, Americas, Europe
Nov 24, 2021 Equities

Americas CIO View

By: David Bianco

S&P 500 to 5000: Within reach thanks to virtual reality

Americas, Equities
Nov 22, 2021 ESG

Sustainability becomes part of investment advice | ESG - mandatory or optional?

By: Birgit Zipper, Alexander Gerlach

Inquiring about sustainability preferences will become mandatory in investment advisory.

Nov 19, 2021 Fixed Income

Central bankers are hardly infallible

Soaring inflation readings have prompted investors to price in rate hikes. Events in Australia say a lot about the psychology of the decision makers involved.

Fixed Income, Global
Nov 12, 2021 ESG

How much capital for the climate?

Ramping up capital expenditure to solve the climate crisis. It needs private and public money. And a lot more than is being spent now.

Global, Sustainability, ESG
Nov 10, 2021 Inflation

DWS Long View Q3 | Return of inflation fears

By: Francesco Curto, Jason Chen

Inflation, Multi Asset, Macro
Nov 05, 2021 Macro

To tighten or not to tighten?

How global shipping woes help illustrate the troubles currently facing the world’s central banks.

Macro, Global
Nov 03, 2021 Equities

Americas CIO View

By: David Bianco

S&P view from new high: Earnings, valuations and taxes

Americas, Equities
Nov 03, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

October was a very good month for equities and for commodities, whose rising prices seem to have discom-forted central banks, as the inflation debate got louder. Bonds accordingly suffered.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Oct 29, 2021 Equities

Europe's relatively weak equities

European stocks are losing weight internationally, even as the Dax approaches a record high. Europe isn't doing so badly, but other regions are doing better.

Equities, Global
Oct 22, 2021 Equities

Americas CIO View

By: David Bianco

Shortages? Not in the nexus between the physical and digital world

Americas, Equities
Oct 22, 2021 Inflation

Exceeding expectations

The relationship between the spot price for oil and bond-market expectations for long-term inflation rates has become tighter than ever.

Oct 20, 2021 Europe

Bundesbank chief Weidmann to step down

Markets can largely expect policy continuity

Oct 19, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Is there a real risk of stagflation?

Macro, Americas
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CIO View

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