Archive

Results: 438 Matches

Nov 19, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Nov 19, 2020 Letter to Investors

Surprisingly optimistic for 2021

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.

Macro, Fixed Income, Equities, Alternatives
Nov 19, 2020 Infrastructure

Infrastructure - 10 facts that every investor should know

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.

Infrastructure, Equities
Nov 10, 2020 Equities

Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

Equities, Fixed Income, Macro
Nov 06, 2020 Macro

Investment Traffic Lights

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.

Alternatives, Equities, Fixed Income, Multi Asset
Nov 04, 2020 Multi Asset

DWS Long View - Update

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.

Multi Asset, Allocation, Fixed Income, Equities
Nov 04, 2020

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Macro, Equities, Fixed Income
Nov 04, 2020 Equities

Americas CIO View

By: David Bianco

Halloween's blue moon: Light in the night or just ominous?

Equities
Oct 28, 2020 Equities

Americas CIO View

By: David Bianco

Strong S&P 500 EPS results for the third quarter, probably the best for the year

Equities
Oct 22, 2020 Sustainability

Sustainability: 17 goals that are changing the world

Five years ago, the United Nations adopted 17 sustainability goals. The decision was a milestone – and that applies to financial markets too.

Equities, Sustainability, ESG
Oct 20, 2020 Equities

Americas CIO View

By: David Bianco

The polls have spoken: Have the people?

Equities
Oct 15, 2020 Equities

How to invest like a – smart – lemming

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.

Macro, Equities
Oct 12, 2020 Equities

Americas CIO View

By: David Bianco

Third-quarter reporting ahead: suddenly last summer

Equities
Oct 02, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Alternatives, Equities, Fixed Income, Multi Asset
Oct 01, 2020 Equities

Americas CIO View

By: David Bianco

Russell 2000: Search it for growth

Equities
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