Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Japanese bond yields have risen sharply

We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.

Still constructive

Cautiously optimistic: Our forecasts for the next 12 months

Americas CIO View

Foreign investors rethink US assets, but the S&P 500 is global and digital

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

Making hay - outlook still sunny in Spain?

Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

DWS Long View Q1 - 2025

By: Jason Chen, Dirk Schlüter, Ajay Chaurasia

Moving targets

Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.

Recession odds remain elevated

Uncertainty and higher prices expected to take a toll on the economy.

CIO View Portfolio: Perspectives

By: Vincenzo Vedda

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

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

How recessions affect earnings per share

In addition to the severity of the recession, inflation will be an important factor during this phase.

Igniting European transformation

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

Transformation guided by a northern light

Bitcoin – a certain kind of hedge?

Short-term high correlation with the Nasdaq should not be over-interpreted