CIO View

DWS’s market evaluation

Latest Articles

11. Okt 2019

How much worse can things get in Germany?

Chart of the week

08. Okt 2019 Monetary policy

Lessons from the U.S. repo-market turmoil

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

04. Okt 2019

Vive la divergence!

Chart of the week

02. Okt 2019 Equities

Americas CIO View

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

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CIO View Quarterly

04. Okt 2019

CIO View complete pdf

Get the complete CIO View as pdf

30. Sep 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

25. Sep 2019 ESG

Climate-transition risk and asset allocation

A methodology that focuses on climate-transition risk may help to identify investment implications of moving toward a low-carbon economy.

Asset Classes

04. Okt 2019

Vive la divergence!

Chart of the week

02. Okt 2019 Equities

Americas CIO View

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

02. Okt 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

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How we see the markets

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

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Our forecasts

All forecasts at a glance

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Videos

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13. Aug 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

17. Jul 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

25. Jun 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

14. Jun 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

16. Mai 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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