Archive

Results: 56 Matches

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 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
Jul 03, 2020 Multi Asset

Equities still the place to be

By: Klaus Kaldemorgen

Monetary and fiscal packages are driving the markets, but their valuation leaves little room for economic disappointment.

Multi Asset, Central banks
Jul 02, 2020 Macro

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

Fixed Income, Equities, Alternatives, Multi Asset
Jun 10, 2020 Macro

Back to normal. But what is normal?

By: Stefan Kreuzkamp

The record market slide has been followed by record-breaking stimulus – and a superfast rally. The economy is yet to follow.

Fixed Income, Equities, Multi Asset, Alternatives
Jun 03, 2020 Macro

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.

Fixed Income, Equities, Multi Asset
May 07, 2020 Multi Asset

DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Robert Bush

Following the COVID-19 crisis, we have conducted a thorough analysis on the impact of the crisis on the DWS Long View. This update is essential reading to understand how this crisis has fundamentally impacted asset class returns for the next 10 years.

Multi Asset, Allocation, Fixed Income, Equities
May 05, 2020 Macro

Investment Traffic Lights

In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.

Fixed Income, Equities, Multi Asset
Apr 28, 2020 Multi Asset

Crisis makes even stronger case for equities

By: Klaus Kaldemorgen

How deep the crisis could be remains uncertain. The size of many aid packages, however, is rather concrete. Equities should be among the relative winners.

Multi Asset, Central banks
Apr 02, 2020 Macro

Investment Traffic Lights

In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.

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

2020 – coronavirus reversal and rebound

By: Stefan Kreuzkamp

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.

Fixed Income, Equities, Multi Asset, Alternatives
Mar 11, 2020 Macro

Adjusting our strategic CIO View forecasts

The global spread of the coronavirus forces us to revise our forecasts. We remain cautiously optimistic that the virus can be contained within the first half of the year.

Macro, Fixed Income, Equities, Alternatives, Multi Asset
Mar 09, 2020 Equities

"We’re here to serve investors who value risk control."

The DWS Invest Conservative Opportunities fund is designed to be a defensive balanced fund. In this interview, fund manager Thomas Graby compares the product, which is aimed at risk-averse investors, to a vehicle equipped to drive over uneven terrain.

Equities, Multi Asset
Mar 05, 2020 Macro

Investment Traffic Lights

In February stocks and bonds dived from their record heights. The global spread of the coronavirus seems to be dictating the responses of central banks, economies and markets.

Fixed Income, Equities, Alternatives, Multi Asset
Feb 11, 2020 Multi Asset

Multi-asset funds help you weather stormy times

Six men, a rowboat, the Antarctic, and nine new world records – under adverse conditions, a rowing team accomplished what no one person alone could have ever managed to do. Multi-asset funds follow the same principle.

Multi Asset, Retirement Solutions
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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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