Archive

Results: 820 Matches

Jul 03, 2020 Multi Asset

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.

Multi Asset, Central banks
Jul 03, 2020 Macro

The other looming V-shaped recovery

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

Macro
Jul 02, 2020 Macro

Investment Traffic Lights

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

Fixed Income, Equities, Alternatives, Multi Asset
Jun 26, 2020 Currencies

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.

Currencies, Fixed Income, Investment grade
Jun 25, 2020 Sustainability

Sustainable success stories

By: Petra Pflaum

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

Macro, Equities, Sustainability
Jun 25, 2020

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.

Jun 24, 2020 Equities

Americas CIO View

By: David Bianco

Banks this recession vs. last: from patient to medic

Equities
Jun 24, 2020 Equities

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.

Macro, Politics, Equities
Jun 22, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Positive surprises don't make a fast recovery

Macro
Jun 22, 2020 ESG

Passive Investing 2020

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

ESG
Jun 19, 2020 Fixed Income

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.

Fixed Income
Jun 19, 2020 Macro

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.

Macro
Jun 17, 2020 Equities

Americas CIO View

By: David Bianco

More summer dips likely: Stay out of the deep end

Equities
Jun 15, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

Alternatives, Commodities
Jun 15, 2020 Central banks

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.

Macro, Central banks, Politics
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THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

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