CIO View

DWS’s market evaluation

Latest Articles

14. Nov 2019 Equities

Americas CIO View

Re-examine valuation and growth at new record high

08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

07. Nov 2019 Macro

European fiscal stimulus? Don't get your hopes up!

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

06. Nov 2019 Equities

Americas CIO View

Macro and earnings no worse than feared, but is this rally justified?

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CIO View Quarterly

04. Okt 2019

CIO View complete

Get the full pdf

30. Sep 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

25. Sep 2019 ESG

Climate-transition risk and asset allocation

A methodology that focuses on climate-transition risk may help to identify investment implications of moving toward a low-carbon economy.

Asset Classes

14. Nov 2019 Equities

Americas CIO View

Re-examine valuation and growth at new record high

08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

06. Nov 2019 Equities

Americas CIO View

Macro and earnings no worse than feared, but is this rally justified?

Read more

How we see the markets

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

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Our forecasts

All forecasts at a glance

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Videos

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13. Aug 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

17. Jul 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

25. Jun 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

14. Jun 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

16. Mai 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.

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CIO View

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