Archive

Results: 70 Matches

Jan 13, 2021 Multi Asset

Multi-asset funds - the right mix for many market phases

With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.

Equities, Multi Asset
Jan 07, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.

Alternatives, Equities, Renten, Multi Asset
Dec 17, 2020 Multi Asset

Demystifying Secured Income Assets

By: Shalin Bhagwan

How Secured Income Assets are helping defined benefit pension funds in their “end-game” planning

Multi Asset
Dec 15, 2020 ESG

ESG in Strategic Asset Allocation (SAA): A practical implementation framework

By: Gunnar Friede, Guido Lombardi, Peter Warken, Jason Chen, Dirk Schlüter, Robert Bush, Francesco Curto

ESG, Multi Asset
Dec 10, 2020 CIO View Quarterly

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Alternatives, ESG, Equities, Renten, Macro, Multi Asset
Dec 03, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.

Alternatives, Equities, Renten, Multi Asset
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, Renten, 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, Renten, 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, Renten, Multi Asset
Sep 11, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Alternatives, Equities, Renten, Multi Asset
Aug 27, 2020 Macro

How far have markets run ahead of themselves?

By: Stefan Kreuzkamp

While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.

Renten, Equities, Multi Asset, Macro
Aug 07, 2020 Multi Asset

DWS Long View - Update

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Multi Asset, Allocation, Renten, Equities
Aug 04, 2020 Macro

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

Alternatives, Equities, Renten, Multi Asset
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

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Equities, Renten, Alternatives, ESG, Multi Asset, Macro
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