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All forecasts at a glance
As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.
The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.
The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.
By: Stefan Kreuzkamp
The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.
By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson
Within this report, we present the DWS long-term capital market assumptions as of the end of September 2020 for major asset classes.
Fiscal stimulus is likely to be more limited than under a Democratic landslide
By: David Bianco
Halloween's blue moon: Light in the night or just ominous?
Strong S&P 500 EPS results for the third quarter, probably the best for the year
Five years ago, the United Nations adopted 17 sustainability goals. The decision was a milestone – and that applies to financial markets too.
The polls have spoken: Have the people?
By: Dr. Thomas Schuessler, Andre Koettner
A veritable liquidity tsunami has lifted equities. With no fundamental upside left from here, now is the time to be selective.
Third-quarter reporting ahead: suddenly last summer
We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.
Russell 2000: Search it for growth