Archive

Equities still the place to be

By: Klaus Kaldemorgen

Monetary and fiscal packages are driving the markets, but their valuation leaves little room for economic disappointment.

The other looming V-shaped recovery

There are a few reasons to think that unlike the economy, inflation could see a V-shaped recovery.

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

Fundamentals are no longer driving currencies

Fundamentals and rate differentials aren’t driving currencies now. Instead their moves reflect the swings in sentiment in global markets.

Sustainable success stories

By: Petra Pflaum

Increasingly, Sustainable Development Goals help drive our global outlook for sector allocation.

Commercial Real Estate Debt: An Insurance Perspective

By: Marlon Rockenfeller, Thomas Gillmann, Mark Fehlmann, Alexander Oswatitsch, Tom Francis, Thierry Wargnier, Matt Martel

Private commercial real estate debt offers unique characteristics that can make this asset class particularly interesting for insurance companies. Besides attractive economic features, real estate loans may also benefit from favourable regulatory capital charges.

Americas CIO View

By: David Bianco

Banks this recession vs. last: from patient to medic

Time for a bit of patience

By: Andre Koettner, Dr. Thomas Schuessler

During the swift rebound since the March lows, equity markets may have gotten a little ahead of themselves.

U.S. Economic Outlook

By: Christian Scherrmann

Positive surprises don't make a fast recovery

Passive Investing 2020

The third edition of the DWS-sponsored CREATE passive investing report turns the spotlight on global warming.

Almost back to normal

By: Joern Wasmund

We do not expect much from government bonds for the time being. Our focus remains on corporate and emerging-market bonds.

Too early to predict this recovery's shape

The latest data on retail sales and industrial production paint an inconclusive picture of the U.S. economic prospects.

Americas CIO View

By: David Bianco

More summer dips likely: Stay out of the deep end

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

At a turning point

By: Johannes Müller

Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.