Results: 420 Matches

Sep 18, 2020 Equities

A questionable pas de deux: S&P 500 and Vix

While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?

Sep 16, 2020 Equities

Americas CIO View

By: David Bianco

S&P 500 leverage update: another young vs. old sector split

Sep 11, 2020 Currencies

Everything you need to know about currency risk

How dangerous is currency risk for investors? When is it worth hedging and when not?

Currencies, Equities, Fixed Income, Macro
Sep 11, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Alternatives, Equities, Fixed Income, Multi Asset
Sep 07, 2020 Equities

Looking to 2030: shares and infrastructure are the favourites

The coronavirus crisis has further shifted the weighting of individual asset classes‘ return prospects for the next decade. Equities and alternative investments look particularly likely to offer private investors relatively good earnings opportunities.

Equities, Fixed Income, Bonds, Corporate Bonds, Government Bonds, High Yield, Infrastructure
Sep 07, 2020 Infrastructure

Telecommunications - the 5G revolution offers return opportunities

The telecommunications industry is preparing for a new era - that of ultra-fast data exchange via 5G mobile networks. How can investors benefit from this megatrend?

Infrastructure, Equities
Aug 31, 2020 Equities

How sustainable is current tech-stock dominance?

So far, the coronavirus crisis seems to have had little effect on large technology companies. But DWS fund manager Andre Köttner warns against excessive euphoria and explains why he believes good risk diversification is a better strategy in the long run.

Equities, Technology
Aug 27, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Aug 27, 2020 Macro

How far have markets run ahead of themselves?

By: Stefan Kreuzkamp

While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.

Fixed Income, Equities, Multi Asset, Macro
Aug 26, 2020 Equities

Americas CIO View

By: David Bianco

GDP likely to recover, but will real yields?

Aug 26, 2020 Equities

Five facts investors should know about inflation

Central banks are flooding the markets with liquidity, while governments are launching economic stimulus programmes and pushing public debt levels to record highs: Have inflation risks increased as a result? Here is why investors should always keep an eye on inflation – not only in times of corona.

Inflation, Central banks
Aug 24, 2020 ESG

ESG - Investing in the fourth dimension

Why there will probably be no way around ESG criteria such as environmental protection, social standards and good corporate governance in investment in future.

ESG, Equities, Sustainability
Aug 19, 2020 Equities

Americas CIO View

By: David Bianco

2021 S&P 500 EPS likely the same as 2019: Should the P/E be higher?

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

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