CIO View

DWS’s market evaluation

Latest Articles

20. Aug 2019 Central banks

U.S. Economic Outlook

U.S. consumer superstar

23. Aug 2019 Fixed Income

The sweet temptation of positive yields

Chart of the week

21. Aug 2019 Equities

Americas CIO View

Defensive stocks are first to benefit from secularly lower Treasury yields

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CIO View Quarterly

17. Jul 2019

CIO View pdf

Get all CIO View articles in one pdf

27. Jun 2019 Multi Asset

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

25. Jun 2019 Politics

Europe's green wave

Green electoral gains at the European elections reflect broader changes in attitudes, especially towards climate change.

Asset Classes

08. Aug 2019 Equities

Americas CIO View

Maximum pressure equals maximum risk

23. Jul 2019 Equities

Americas CIO View

How to position for high profit-recession risk, but low recession risk?

03. Jul 2019 Equities

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

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How we see the markets

Investment Traffic Lights

July has been another good month for many, though by no means all risky assets. We remain cautious and see scope for short-term disappointments.

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Our forecasts

All forecasts at a glance

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Videos

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04. Jun 2019 Allocation

Investment Traffic Lights

Our monthly market analysis and positioning

17. Mai 2019 Industry

In the eye of the storm

Chart of the week

13. Mai 2019 Americas

Into the trenches?

The current trade dispute could be the beginning of something worse.

03. Mai 2019 Macro Outlook

Investment Traffic Lights

Our monthly market analysis and positioning

22. Apr 2019 Emerging Markets

Americas CIO View

Summer with EM Asia and U.S. Banks & Communications

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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