Archive

Results: 966 Matches

Feb 25, 2021 Multi Asset

DWS Long View

By: Francesco Curto, Jason Chen, Dirk Schlüter

The green decade

ESG, Multi Asset, Alternatives, Equities, Fixed Income
Feb 23, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Upgrading our forecasts for the U.S. economy

Macro, Americas
Feb 22, 2021 Equities

Americas CIO View

By: David Bianco

Amazing S&P 500 net profit margins: 12% overall and 24% at tech.

Americas, Equities
Feb 19, 2021 Multi Asset

Forecasting ten year return and volatility for the CSI 300 index

By: Eric Legunn, CFA, Robert Bush, Jason Chen

A cautious and systematic assessment of potential returns over the next decade suggests that China A-Shares, may still offer similar return potential as U.S. Equities.

Multi Asset
Feb 19, 2021 Equities

Systematic Investment Solutions:

By: Ann-Kathrin Behringer, Roman Steurer

Emerging markets present an outstanding long-term growth opportunity compared to low interest rates and muted economic performance in developed markets

Equities
Feb 19, 2021 Inflation

Are markets right to be quite so upbeat?

Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.

Inflation, Macro, Fixed Income, Commodities
Feb 12, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Less volatile markets ahead of Chinese New Year

Alternatives, Commodities, Global
Feb 12, 2021 Real Estate

How the pandemic is reshaping the U.S. property markets

The impact of Covid-19 has varied widely across different segments of U.S. industrial and retail real-estate markets.

Real Estate, Alternatives
Feb 05, 2021 Eurozone

It's a matter of growth

The days when risk sentiment was all that mattered in currency markets may be ending: A fast U.S. recovery and a sluggish Eurozone looks set to boost the U.S. dollar.

Eurozone, Americas, Currencies
Feb 03, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Feb 03, 2021 Equities

Americas CIO View

By: David Bianco

A longer Covid-19 tunnel: prefer bond substitutes over recovery stocks

Americas, Equities
Jan 29, 2021 Infrastructure

Infrastructure Debt: creating resilient cashflows through secured lending

By: Shalin Bhagwan, Benjamin Schmitt

How asset selection and structural protections can help create secure income cashflows for pension funds investing in private infrastructure debt

Infrastructure
Jan 29, 2021 Global

Moving the net-zero-emission needle

With the United States coming in from the cold, sustainability initiatives just got another shot in the arm.

ESG, Global
Jan 27, 2021 Equities

Americas CIO View

By: David Bianco

Equity valuations: many metrics succumb, but earnings yield spreads survive

Americas, Equities
Jan 22, 2021 Europe

What next for European passenger mobility?

By: Gianluca Minella

In recent weeks, mobility slowed down again across Europe. Overall, however, European transport-infrastructure returns have been remarkably resilient during the pandemic.

Europe, Macro, Infrastructure, Alternatives, Government bonds
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