Insights

Our evaluations and analyses

CIO View

Jun 05, 2020 Equities

Americas CIO View

S&P 500 forward P/E surges to well over 21, eclipsed only by the Tech bubble.

Jun 05, 2020 Macro

No sign of a credit crunch

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

Jun 03, 2020 Macro

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.

May 29, 2020 Equities

Expensive stocks become more expensive as cheap ones stay cheap

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

May 25, 2020 Alternatives

A growing opportunity set

Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.

May 22, 2020 Macro

U.S. Economic Outlook

Layers of uncertainty

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DWS Research Institute

May 25, 2020 ESG

Green, healthy buildings as economic stimulus

EU policy recommendations on starting a paradigm shift

May 20, 2020 Real Estate

Real estate and ESG in a post-COVID world

How the priniciples of sustainable real estate can improve outcomes during the crisis and beyond.

May 07, 2020 Multi Asset

DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

Following the COVID-19 crisis, we have conducted a thorough analysis on the impact of the crisis on the DWS Long View. This update is essential reading to understand how this crisis has fundamentally impacted asset class returns for the next 10 years.

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Investment Topics

May 28, 2020 Equities

Study: Prospects for equity investors not tarnished by Covid-19

In defiance of all gloomy news, the earnings prospects of equities should remain intact for long-term investors even in the world after Covid-19 – this is the gist of a study published by the DWS Research Institute.

May 28, 2020 Equities

Dividends in times of corona: sector is key

The shut-down of the economy is leaving its mark: more and more companies are cutting their dividends, sometimes to zero. What sectors have to bear the brunt and where investors can count on payouts even in times of corona: some insights by Thomas Schuessler, fund manager of DWS Top Dividende.

Mar 11, 2020 Sustainability

"Climate protection will be an investment theme for decades to come"

Turning climate change into an investment opportunity: that’s fund manager Tim Bachmann’s goal with the DWS Invest ESG Climate Tech fund.

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