Insights

Our evaluations and analyses

CIO View

Apr 09, 2021 Infrastructure

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.
Apr 07, 2021 Macro

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
Apr 07, 2021 Equities

Americas CIO View

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more
Apr 01, 2021 Macro

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.
Mar 29, 2021 Inflation

The return of inflation?

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Mar 26, 2021 Commodities

CIO Commodity Commentary

Oil takes a break after dizzying heights
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DWS Research Institute

Mar 24, 2021 ESG

Making Sense of a Chaotic ESG Reporting Landscape

Traditional approach to corporate reporting and the drive towards sheer profit maximisation has led to environmental damage, human rights abuses and greater inequalities
Mar 08, 2021 ESG

The paths of responsible investing in China and Europe

In this joint white paper, Harvest and DWS compare and contrast the drivers of responsible investing in China and Europe. We explore the pros and cons of the approaches adopted and provide our recommendations to support the market’s growth.
Feb 25, 2021 Multi Asset

DWS Long View

The green decade
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Investment Topics

Jan 13, 2021 Multi Asset

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.
Dec 06, 2020 Sustainability

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.
Nov 19, 2020 Infrastructure

Infrastructure - 10 facts that every investor should know

The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.

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