CIO View

DWS’s market evaluation

Latest Articles

Jan 15, 2021 Macro

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
Jan 12, 2021 Equities

Americas CIO View

Bidenomics: Spend now, tax later…until the bond market objects
Jan 08, 2021 Macro

The other trade deal

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
Jan 07, 2021 Macro

Investment Traffic Lights

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.
Dec 18, 2020 Macro

U.S. Economic Outlook

Vaccine shots for the economy
Dec 18, 2020 Equities

The United States is well ahead – in the stock market.

S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.

How we see the markets

Investment Traffic Lights

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

Our forecasts

All forecasts at a glance
Read more

CIO articles by asset classes

Economic Overview

Equities Overview

Fixed Income Overview

Multi Asset Overview

Alternatives Overview



Finde more articles here

CIO View Quarterly

Chart of the week

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.
Read more

CIO View

Cookies Policy

This website uses cookies in order to improve user experience. If you accept, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can change your settings, see our Cookies Notice.
Accept All Cookies

Other country

Other country