Archive

Results: 186 Matches

Oct 29, 2025 DWS Research Institute

Energy & nature investor quarterly

By: Michael Lewis, Steffen Kutscher

Quarterly highlight: The elusive “Peak Oil” scenario

ESG
Oct 27, 2025 10 Themes

10 Themes - #6: Europe's rearmament is a project for decades

Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.

Europe
Oct 24, 2025 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia Pacific, Politics
Oct 22, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Persistent Rice Inflation: Balancing Inflation and Economic Risks

Asia Pacific
Oct 20, 2025 10 Themes

10 Themes - #5: Could Europe's demographics raise interest in stocks?

Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.

Demography
Oct 17, 2025 Chart of the week

Silver – a metal of dual purpose in tightening markets

Silver hits record highs on industrial demand surge and supply squeeze

Commodities, Precious metals
Oct 15, 2025 Research Paper

Peeking Through the Hedge

By: Robert Bush

"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick

Fixed Income
Oct 13, 2025 10 Themes

10 Themes - #4: Digitalization meets sustainability

Our digital future is going to need a lot more energy than people think

Energy, ESG
Oct 10, 2025 Chart of the week

Role reversal

How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.

Eurozone, Macro, Politics
Oct 06, 2025 10 Themes

10 Themes - #3: Stablecoins have the potential to transform the payment infrastructure

Regulated euro stablecoins set the standard for efficiency, liquidity and institutional acceptance

Crypto currencies, Technology
Oct 02, 2025 Research Paper

Fed Chairs and Market Returns

By: Jason Chen, Stephen Cianci

How have markets historically reacted to new Fed chairs?

Sep 29, 2025 10 Themes

10 Themes - #2: China as relative beneficiary of U.S. trade policy

No country is targeted by U.S. tariffs and sanctions as much as China. But China is also a country that seemed well prepared for Trump's second term. China's stock markets may be benefiting.

Emerging Markets
Sep 26, 2025 Chart of the week

From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

ESG
Sep 25, 2025 CIO Special

Covered bonds – the success story continues

By: Vincenzo Vedda

Covered bonds may not only offer high security standards, but also attractive valuations.

Fixed Income, Bonds
Sep 23, 2025 CIO Special

Gateway to Europe

By: Vincenzo Vedda

Europe’s investment renaissance

Alternatives, Fixed Income
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