Vorsprung durch Technik: Germany’s next industrial revolution

By: Michael Lewis, Ian Bigelow

Mr. Market…Is That Really You?

By: Robert Bush

"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte

Energy & nature investor quarterly

By: Michael Lewis, Steffen Kutscher

Quarterly highlight: The elusive “Peak Oil” scenario

Peeking Through the Hedge

By: Robert Bush

"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick

Fed Chairs and Market Returns

By: Jason Chen, Stephen Cianci

How have markets historically reacted to new Fed chairs?

Just Go with the Flow

By: Johannes Muller, Robert Bush

Be greedy when others are fearful, and fearful when others are greedy

The great energy race: challenge and transformation

By: Michael Lewis, Steffen Kutscher

(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion

Optimizing Life-Cycle Strategies for Savings Plans

By: Dr. Sebastian Kring

A Practitioner’s Perspective

DWS Long View Q2 - 2025

By: Jason Chen, Dirk Schlüter

How sensitive are forecasts to prices?

A strategic appraisal of climate index investing

By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi

Investing in a ‘brave’ new world

Unlocking Europe's full potential

By: Simon Wallace, Ronen Ribak

Transforming real estate and the key to unlocking value

DWS Long View Q1 - 2025

By: Jason Chen, Dirk Schlüter, Ajay Chaurasia

India: Bright spot in uncertain times

By: Maria Milina, Elke Speidel-Walz

India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors

Igniting European transformation

By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina

Transformation guided by a northern light

DWS Long View Q4 - 2024

By: Jason Chen, Dirk Schlüter

DWS Long View - 2025

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

Artificial Intelligence: What to expect in 2025

By: Maria Milina

How investors could take advantage of the already big and exponentially growing AI market

Europe’s investment appeal

By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos

The investment routes to express European Transformation

Stress testing equity markets with higher carbon prices

Comparing the impact on traditional and ESG equity indices

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

Artificial Intelligence- Investing in AI innovation leaders

By: Maria Milina, Jason Chen

Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.

Is Mr. Market Apolitical? Not quite

By: Maria Milina, Robert Bush, Jason Chen, Johannes Muller

Yes, Virginia, there are Active ETFs…

By: Robert Bush

So, is it fair to say that ETFs are typically thought of as passive for good reason?

Energy efficiency policies & investments

By: Siena Golan, Murray Birt

European developments create cross-asset class investment opportunities

Dividends and Inflation – Let’s Get Real...

By: Robert Bush, Jay Joshi, Alicia Ansorg

In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years

DWS Long View - 2024

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Investing in carbon: a new asset class

By: Murray Birt, Jay Joshi, Michael Lewis

European carbon allowances - “A little goes a long way”

Nature-focused regulations start to get serious

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger

Whitepaper #1: Catching-up to climate

Long View Q3: Japanese reflation

By: Jason Chen, Katrin Loehken, Dirk Schlüter

Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.

Mr. Market Goes to Washington

By: Maria Milina, Robert Bush, Jason Chen

Once considered separate domains, economic and national security have seen growing convergence in recent years.

Long View Q2: Inverted yield curves

By: Jason Chen, Dirk Schlüter

Fixed income returns in inverted yield curve environments

ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

A new boiling point: Oceans heat up

Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.

Solutions to drive Europe’s transformation

By: Johannes Muller, Michael Lewis, Murray Birt, Maria Milina

To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.

Changing the flow of global climate finance

Long View Q1: Monetary tightening

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

Transmission of monetary tightening into financial conditions and demand destruction

Direct lending & the European transformation

By: Maria Milina, Murray Birt, Michael Lewis

A financing solution for SMEs to participate in the transition

Earth Day– E-mobility solutions

Energy efficiency project focused funds

By: Murray Birt, Johannes Heickmann

The hidden cost of water

More work ahead for COP28

By: Michael Lewis

Recap of the World Climate Summit 2022

Earth Systems

By: Michael Lewis

Exploring the climate-biodiversity-land-water-oceans-just transition nexus

Deep Reinforcement Learning, how AI helps to invest your money

By: Dr. Sebastian Kring, Jan Keesen

One of the key challenges that investors face is determining financial strategies that are optimal for multi-period investment objectives.

Making sense of carbon price forecasting

By: Michael Lewis

The predictive power of commodity analysts and forward curves

Long View Q2: The risk of the ‘new normal’

By: Francesco Curto, Jason Chen

Implications on the global macroeconomy and financial markets.

The Global Market Portfolio

By: Peter Warken, Angelina Kostyrina

Setting a new standard for the post 60/40 regime

The corporate journey to carbon neutrality

By: Maria Milina, Michael Lewis, Andrew Lu

Deploying renewable energy to lower companies’ carbon footprint

Russia’s invasion of Ukraine: ESG & Sustainability implications

By: Francesco Curto, Michael Lewis, Murray Birt

Long View Q1: The impact of country risks

By: Francesco Curto, Jason Chen

Within this report, we present the DWS long-term capital market assumptions as of the end of March 2022 for major asset classes.

DWS Long View - 2022

By: Francesco Curto, Jason Chen, Dirk Schlüter

Carbon pricing and carbon allowances

By: Murray Birt, Robert Bush, Michael Lewis, Jay Joshi