Archive

Results: 872 Matches

Mar 01, 2021 Global

Heading for some kind of normality

The economy is starting a new cycle while capital markets are showing typical late-cycle characteristics. Overall, this makes us optimistic.

Global, Macro, Fixed Income, Equities, Alternatives
Mar 01, 2021 Forecasts

Our forecasts

All forecasts at a glance

Währungen, Fixed Income, Macro, Equities
Feb 26, 2021 ESG

How companies drive climate action already

By: Managing Director Michael Lewis, Peter Doralt

Company commitments to cut greenhouse gases have begun to spread in high-emitting sectors. Chances are we could see a further acceleration over the coming months.

ESG
Feb 25, 2021 Multi Asset

DWS Long View

By: Francesco Curto, Jason Chen, Dirk Schlüter

The green decade

ESG, Multi Asset, Alternatives, Equities, Fixed Income
Feb 23, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Upgrading our forecasts for the U.S. economy

Macro, Americas
Feb 22, 2021 Equities

Americas CIO View

By: David Bianco

Amazing S&P 500 net profit margins: 12% overall and 24% at tech.

Americas, Equities
Feb 19, 2021 Multi Asset

Forecasting ten year return and volatility for the CSI 300 index

By: Eric Legunn, CFA, Robert Bush, Jason Chen

A cautious and systematic assessment of potential returns over the next decade suggests that China A-Shares, may still offer similar return potential as U.S. Equities.

Multi Asset
Feb 19, 2021 Equities

Systematic Investment Solutions:

By: Ann-Kathrin Behringer, Roman Steurer

Emerging markets present an outstanding long-term growth opportunity compared to low interest rates and muted economic performance in developed markets

Equities
Feb 19, 2021 Inflation

Are markets right to be quite so upbeat?

Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.

Inflation, Macro, Fixed Income, Commodities
Feb 12, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Less volatile markets ahead of Chinese New Year

Alternatives, Commodities, Global
Feb 12, 2021 Real Estate

How the pandemic is reshaping the U.S. property markets

The impact of Covid-19 has varied widely across different segments of U.S. industrial and retail real-estate markets.

Real Estate, Alternatives
Feb 05, 2021 Eurozone

It's a matter of growth

The days when risk sentiment was all that mattered in currency markets may be ending: A fast U.S. recovery and a sluggish Eurozone looks set to boost the U.S. dollar.

Eurozone, Americas, Währungen
Feb 03, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Feb 03, 2021 Equities

Americas CIO View

By: David Bianco

A longer Covid-19 tunnel: prefer bond substitutes over recovery stocks

Americas, Equities
Jan 29, 2021 Infrastructure

Infrastructure Debt: creating resilient cashflows through secured lending

By: Shalin Bhagwan, Benjamin Schmitt

How asset selection and structural protections can help create secure income cashflows for pension funds investing in private infrastructure debt

Infrastructure
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