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DWS’s market evaluation

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Sep 24, 2021 ESG

Waste not, want not

Much too much food is still being wasted globally. This is an unbearable situation for many reasons. Investors have plenty of incentives to address the problem.
Sep 22, 2021 Macro

Sense and nonsense in pandemic times

How to think through both the long- and the short-term implications of Covid-19 for markets, the economy and forecasting: What we have learned so far.
Sep 20, 2021

A different sort of China shock?

What to make of Monday's market turmoil
Sep 20, 2021 Politics

Markets are barely reacting to the sharp change in the German Federal election odds. Rightly so?

Sep 17, 2021 Inflation

No signs of stagflation yet

Comparing the current situation to the oil shocks of the 1970s suggests that these are very different phenomena.
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

How we see the markets

Investment Traffic Lights | Quarterly Edition

Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.
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