Results: 848 Matches

Jun 14, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Higher inflation might persist for a while longer

Jun 11, 2021 Macro

Tax and mend

Plans to revamp the international rules on corporate taxation are the latest sign of the political pendulum swinging in favor of labor.

Jun 04, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

In May most risk assets continued to rise, with some equity indices in Europe and the United States reaching new highs.

Alternatives, Equities, Multi Asset, Renten
Jun 04, 2021 Macro

Inflation made in China

China's producer price inflation could soon reach a new peak. This is not, however, a harbinger of consumer prices spiraling upward too, nor for new monetary tightening.

Jun 03, 2021 ESG

Why ESG reporting requires scientific verification

By: Francesco Curto, Michael Lewis

A credible set of sustainability reporting standards need to be science-based, incorporate double materiality, and go beyond simply climate-related financial risks to broader sustainability issues such as inequality, human rights, water risk and biodiversity loss.

ESG, Sustainability
Jun 02, 2021 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Renten, Macro, Equities
Jun 02, 2021 Letter to Investors

Recovery on track - time to take a break

By: Stefan Kreuzkamp

The economy is coping well with Covid-19 but we continue to expect low interest rates. The conditions for risk investments would look good if it weren't for valuations.

Macro, Renten, Equities, Alternatives
Jun 01, 2021 ESG

Blue economy: A new twist in an old tragedy

Markets and policymakers are finally waking up to the challenges and opportunities of protecting marine ecosystems, while simultaneously promoting sustainable development.

ESG, Macro, Politics
May 28, 2021 Macro

This time is different

Despite last month's weak payroll figures, the turnaround in U.S. labor markets has been dramatic.

May 27, 2021 ESG

Passive Investing 2021: Rise of the social pillar of ESG

The fourth edition of the DWS sponsored research by CREATE sheds light on how investors are approaching the 'S' pillar of environmental, social and corporate governance (ESG). 142 pension plans in 17 jurisdictions with collective assets under management of EUR 2.1 trillion have been surveyed.

May 21, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Iran to pick up oil exports?

Alternatives, Commodities
May 21, 2021 Renten

Unsafe havens? EM bonds come of age

Rising Treasury yields have historically been anything but bad news for emerging-market bonds. In fact, most of the time this has even reduced their risk premium. Don't underestimate them.

May 14, 2021 ESG

From near-zero to hero

Europe's carbon-pricing scheme is going from strength to strength, increasingly impacting countries with less stringent carbon policies too. Investors should pay attention.

May 12, 2021 Equities

Americas CIO View

By: David Bianco

Very strong first-quarter EPS results: 200 U.S. dollars annualized S&P 500 EPS power

May 11, 2021 Inflation

DWS Long View | Inflation

By: Francesco Curto, Jason Chen, Martin Moryson, Dirk Schlüter

Within this report, we present the DWS long-term capital market assumptions as of the end of March 2021 for major asset classes.

Inflation, Macro, Multi Asset, Renten, Equities
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