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Results: 407 Matches

Aug 07, 2020 Multi Asset

DWS Long View - Update

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Multi Asset, Allocation, Fixed Income, Equities
Aug 05, 2020 Equities

Americas CIO View

By: David Bianco

Tech titans: super enterprises in a class all their own

Equities
Aug 04, 2020 Macro

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

Alternatives, Equities, Fixed Income, Multi Asset
Jul 31, 2020 Equities

Are equity markets any good at pricing Covid-19?

The recent pattern in European equity markets looks strikingly similar to what happened in Asia after the SARS outbreak. That could be a mixed blessing.

Equities, Macro
Jul 29, 2020 Sustainability

DWS raises the bar for ESG

DWS is introducing an additional stage to its active investment process. Smart Integration is a sophisticated analysis process that makes sustainable investment decisions even better, thereby contributing to a more sustainable economy, society and environment.

ESG, Equities, Sustainability, Fixed Income
Jul 29, 2020 Equities

Americas CIO View

By: David Bianco

Better than feared second-quarter S&P 500 EPS on June bounce and tech & health-care immunity

Equities
Jul 27, 2020 Multi Asset

How risk diversification works in a low interest-rate environment

Government bonds are no longer suitable for risk diversification in securities portfolios.

Multi Asset, Real Estate, Equities
Jul 23, 2020 Sustainability

Hydrogen could save the climate – and energise investors

As a future energy source, hydrogen has caught stock brokers‘ imagination. As individual stocks in this sector are highly volatile, investors should aim for a broad mix. Funds can be a good solution.

Equities, Sustainability, ESG
Jul 22, 2020 Equities

Americas CIO View

By: David Bianco

Beyond the bounce: credit spreads – an equity alternative

Equities
Jul 21, 2020 Infrastructure

Rethinking infrastructure

Megatrends such as digitisation demand sustainable new infrastructure that will shape the future. The investment this requires offers many opportunities to investors.

Infrastructure, Equities, Real Estate, Sustainability
Jul 20, 2020 Equities

Low volatility: How low-risk can outperform high-risk

By: Angela Lan, Frederik Max Templiner, Roman Steurer

Low-risk equity investments focus not only on downside risk reduction while offering participation in the growth potential of the equity market – historically, they have also outperformed higher-volatility peers and the broad market. We discuss this paradox and how to capture it via an alpha-enhanced optimised low-volatility approach.

Equities
Jul 17, 2020 Equities

Chinese stocks have become relatively attractive

Chinese stocks are among the strongest this year. This reflects the country's relative success dealing with the pandemic as well as an improving structural mix to its economy.

Equities
Jul 15, 2020 Equities

Americas CIO View

By: David Bianco

The winning factors: Will they persist? Clues in earnings season

Equities
Jul 10, 2020 Equities

Hard times and great expectations

Consensus estimates for corporate earnings and economic growth have collapsed since the beginning of the year. Not that you could tell from current share prices.

Macro, Equities
Jul 08, 2020 CIO View Quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

Equities, Fixed Income, Alternatives, ESG, Multi Asset, Macro
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THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

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