Archive

Over to you, Brussels

Against the odds, Boris Johnson has won a landslide victory. The chances of "getting Brexit done" reasonably quickly and smoothly have never been better

How sustainable is the ESG trend?

Chart of the week

2020 can't be expected to keep up with 2019

Von : Christian Hille

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

The global implications of water shortages

Von : Petra Pflaum

Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.

You have to take risks if you want return

Von : Joern Wasmund

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

When saving is not a virtue

Chart of the week

DWS wants to halve office building CO2 emissions

DWS is stepping up its efforts to protect the climate. By 2030, it intends to halve carbon dioxide emissions from its portfolios of European office properties.

Americas CIO View

Von : David Bianco

High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations

Early signs of stabilization

Von : Johannes Müller

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

The shared accommodations revolution

New forms of work and swelling numbers of commuters are breathing new life into shared living arrangements. That’s good not only for tenants but also for investors.

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Why you should keep an eye on NIPA

Chart of the week

Multi-asset funds: a triathlon of successful investment

What do swimming, bicycling and running have in common with multi-asset funds? More than you think!

The year-end rally – has Christmas come early?

In the fourth quarter, regular as clockwork, speculation begins about a possible year-end stock market rally. We uncover the fact and fiction behind this phenomenon.

CIO Commodity Commentary

Von : Darwei Kung

A united OPEC and trade headlines