CIO Archive

Results: 582 Matches

15. Nov 2019 Macro

Not so fast

Chart of the week

Europe, Macro
14. Nov 2019 Equities

Americas CIO View

By: David Bianco

Re-examine valuation and growth at new record high

Equities, Americas
08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

Global, Equities
07. Nov 2019 Macro

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

By: Martin Moryson

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.

Europe, Politics, Macro
06. Nov 2019 Equities

Americas CIO View

By: David Bianco

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

Equities, Americas
04. Nov 2019 Macro

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.

Fixed Income, Equities, Alternatives, Global, Multi Asset
01. Nov 2019 Politics

Lessons from the Brexit saga

Chart of the week

Macro, Politics
31. Okt 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Volatile times ahead

Alternatives, Commodities
25. Okt 2019 Equities

Investors know which Brexit they favor

Chart of the week

Europe, Equities
24. Okt 2019 Europe

With "victories" like this…

Prime Minister Boris Johnson won a rare half-victory in the House of Commons. This has prompted us to revise our DWS Brexit scenario probabilities.

Europe, Politics
21. Okt 2019 Monetary policy

U.S. Economic Outlook

By: Christian Scherrmann

The end of a cutting cycle ahead?

Monetary policy, Macro, Central banks
18. Okt 2019 Europe

A new Brexit deal? That was the easy bit!

Even if the Commons were to endorse Boris Johnson's new deal on Saturday, further stumbling blocks remain.

Europe, Politics
18. Okt 2019 Americas

Where have all those profits gone?

Chart of the week

Macro, Americas
11. Okt 2019 Europe

How much worse can things get in Germany?

Chart of the week

Macro, Europe
08. Okt 2019 Monetary policy

Lessons from the U.S. repo-market turmoil

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government Bonds, Monetary policy, Americas
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