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Results: 109 Matches

Apr 08, 2024 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternative Assets, Equities, Fixed Income
Mar 27, 2024 Fixed Income

Investing is a cinch

By: Björn Jesch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Fixed Income
Mar 20, 2024 Letter to Investors

AI must fix it

By: Björn Jesch

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Alternative Assets, Fixed Income, Equities, Macro, Multi Asset
Mar 19, 2024 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternative Assets
Mar 11, 2024 Fixed Income

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition

Fixed Income, Private Equity
Feb 23, 2024 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income
Feb 12, 2024 DWS Research Institute

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Multi Asset, Fixed Income
Feb 02, 2024 Alternative Assets

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternative Assets, Equities, Multi Asset, Fixed Income, Macro
Jan 25, 2024 Fixed Income

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

Americas
Jan 09, 2024 Alternative Assets

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternative Assets, Equities, Multi Asset, Fixed Income, Macro
Dec 12, 2023 Alternative Assets

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternative Assets, Equities, Multi Asset, Fixed Income, Macro
Nov 29, 2023 Macro

10 themes for the year 2024

By: Björn Jesch

CIO View Special

Macro, Alternative Assets, Equities, Fixed Income, Allocation, ESG, Artificial Intelligence, Digitalization
Nov 29, 2023 Fixed Income

Bonds – strong year ahead

After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.

Fixed Income, Bonds
Nov 22, 2023 Letter to Investors

2024 – it could be good, by year end

By: Björn Jesch

How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.

Alternative Assets, Fixed Income, Equities, Macro, Multi Asset
Nov 22, 2023 Forecasts

Our forecasts

All forecasts at a glance

Alternative Assets, Currencies, Equities, Fixed Income, Macro
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