CIO VIEW – Outlook 2021 | Surprisingly optimistic

As the year draws to a close, 2020’s big risks started to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.

Asia’s new trade bloc makes it even stronger

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

"We are at the precipice of the era of sustainability."

DWS only German asset manager joining founding signatory group on “Net Zero Emissions Goal” initiative.

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Market update

01/06/2021

Multi-asset funds - the right mix for many market phases

With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.

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Latest Articles

Jan 15, 2021 Americas

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
Jan 12, 2021 Equities

Americas CIO View

Bidenomics: Spend now, tax later…until the bond market objects
Jan 08, 2021 Europe

The other trade deal

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
Jan 07, 2021 Macro

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
Jan 05, 2021 Sustainability

ESG investments: The four most important questions investors need answered

Sustainable investment products are booming. However, investors should be able to answer a few essential questions before investing in funds that promise long-term relevance for society and the environment.

DWS Research Institute

Nov 04, 2020 Multi Asset

DWS Long View - Update

Within this report, we present the DWS long-term capital market assumptions as of the end of September 2020 for major asset classes.
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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ESG

Dec 15, 2020 ESG

ESG in Strategic Asset Allocation (SAA): A practical implementation framework

Nov 30, 2020 ESG

A transformational framework for Water Risk

An institutional framework on addressing water risk across asset classes
Nov 10, 2020 ESG

Sustainable Energy Trends: Small is Beautiful

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CIO View

Jan 15, 2021 Americas

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
Jan 12, 2021 Equities

Americas CIO View

Bidenomics: Spend now, tax later…until the bond market objects
Jan 08, 2021 Europe

The other trade deal

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
Jan 07, 2021 Macro

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
Dec 18, 2020 Macro

U.S. Economic Outlook

Vaccine shots for the economy
Dec 18, 2020 Americas

The United States is well ahead – in the stock market.

S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.
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Media Releases

Jan 12, 2021

DWS pushes IFRS to introduce a coherent ESG reporting standard based on double materiality

In response to its “Consultation Paper on Sustainability Reporting,” DWS has written a comment letter to the Trustees of the IFRS, pushing for a coherent ESG reporting standard that goes beyond climate-related data and is based on double materiality.
Dec 15, 2020

DWS expands footprint in Swedish Logistics sector

DWS announced the acquisition of a logistics property in Jönköping, Sweden for approx. EUR 141.6 million on behalf of one of its German open-ended retail real estate funds.
Dec 11, 2020

DWS only German asset manager joining founding signatory group on “Net Zero Emissions Goal” initiative

The “Net Zero Emissions Goal” initiative sees asset managers commit to decarbonise investment portfolios and accelerate their contribution to achieving net zero emissions and limiting climate change to 1.5°C.
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Videos

Facts & Figures

No. 1 Retail AM Germany

No. 1 Retail AM Germany

Source: BVI Statistics mutual funds (February 2020).

No. 2 ETF / ETP Europe

No. 2 ETF / ETP Europe

Source: ETFGI (March 2020)

No. 5 Retail AM Europe

No. 5 Retail AM Europe

Source: Broadridge by AuM (March 2020)
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Worldwide

For DWS, being international means much more than having a presence in many countries. Our team combines local knowledge with worldwide reach.

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