CIO View

DWS’s market evaluation

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Nov 26, 2021 Politics

Forming a new government was the easy bit

Climate protection, digitalization and pragmatism
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.
Nov 24, 2021 Equities

Americas CIO View

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

How we see the markets

Investment Traffic Lights

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.
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