Insights

Our evaluations and analyses

CIO View

Sep 24, 2021 ESG

Waste not, want not

Much too much food is still being wasted globally. This is an unbearable situation for many reasons. Investors have plenty of incentives to address the problem.
Sep 22, 2021 Macro

Sense and nonsense in pandemic times

How to think through both the long- and the short-term implications of Covid-19 for markets, the economy and forecasting: What we have learned so far.
Sep 20, 2021

A different sort of China shock?

What to make of Monday's market turmoil
Sep 20, 2021 Politics

Markets are barely reacting to the sharp change in the German Federal election odds. Rightly so?

Sep 17, 2021 Inflation

No signs of stagflation yet

Comparing the current situation to the oil shocks of the 1970s suggests that these are very different phenomena.
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

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DWS Research Institute

Aug 24, 2021 Interest rates

DWS Long View | The impact of rates on returns

Aug 04, 2021 Inflation

The impact of rising rates and inflation on equities

Higher rates driven by higher growth expectations should be broadly positive for equity markets (especially at the cyclical end).
Jun 30, 2021 Sustainability

Exploring the financial materiality of social factors

In this paper, we examine the social factors that pertain to companies and why this is attracting increasing attention among institutional investors.
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Investment Topics

Apr 15, 2021 Sustainability

"Is sustainable investing a hype? Definitely not."

Sustainable investing is a huge trend – and it's here to stay, says Dr. Robin Braun, sustainability expert at DWS. In this interview he explains how responsible investing can work, what it might bring for investors and how sustainability and building value fit together.
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.
Dec 06, 2020 Sustainability

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.

CIO View

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