Archive

Results: 177 Matches

Nov 10, 2025 10 Themes

10 Themes - #8: U.S. dollar under pressure, but that’s not the end

The greenback is caught between tactical shifts and structural anchoring.

Currencies
Nov 07, 2025 Chart of the week

The great net income divergence, revisited

For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.

Equities, Americas, Europa, Financials, Industry
Nov 03, 2025 10 Themes

10 Themes - #7: Industrial policy in transition – from global to local

Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies

Macro
Oct 31, 2025 Chart of the week

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

Oct 29, 2025 DWS Research Institute

Energy & nature investor quarterly

By: Michael Lewis, Steffen Kutscher

Quarterly highlight: The elusive “Peak Oil” scenario

ESG
Oct 27, 2025 10 Themes

10 Themes - #6: Europe's rearmament is a project for decades

Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.

Europa
Oct 24, 2025 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia & Pacific, Politics
Oct 22, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Persistent Rice Inflation: Balancing Inflation and Economic Risks

Asia & Pacific
Oct 20, 2025 10 Themes

10 Themes - #5: Could Europe's demographics raise interest in stocks?

Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.

Demographics
Oct 17, 2025 Chart of the week

Silver – a metal of dual purpose in tightening markets

Silver hits record highs on industrial demand surge and supply squeeze

Commodities, Precious metals
Oct 15, 2025 DWS Research Institute

Peeking Through the Hedge

By: Robert Bush

"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick

Fixed Income
Oct 13, 2025 10 Themes

10 Themes - #4: Digitalization meets sustainability

Our digital future is going to need a lot more energy than people think

Energy, ESG
Oct 10, 2025 Chart of the week

Role reversal

How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.

Eurozone, Macro, Politics
Oct 06, 2025 10 Themes

10 Themes - #3: Stablecoins have the potential to transform the payment infrastructure

Regulated euro stablecoins set the standard for efficiency, liquidity and institutional acceptance

Crypto currencies, Technology
Oct 02, 2025 DWS Research Institute

Fed Chairs and Market Returns

By: Jason Chen, Stephen Cianci

How have markets historically reacted to new Fed chairs?

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