Archive

Results: 920 Matches

Nov 20, 2020 Sustainability

U.S. Federal Reserve to join sustainability club

Network for Greening the Financial System will come to include central banks and regulators from sixty countries

Sustainability, Politics
Nov 19, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Nov 19, 2020 Global

Surprisingly optimistic for 2021

As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.

Global, Macro, Fixed Income, Equities, Alternatives
Nov 19, 2020 Infrastructure

Infrastructure - 10 facts that every investor should know

The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.

Infrastructure, Equities
Nov 18, 2020 ESG

Systematic Investment Solutions: Spotlight on ‘S’ - Integrating the Social factor into investment portfolios

By: Ann-Kathrin Behringer, Dr. Jördis Hengelbrock

With the spread of the pandemic, the ‘S’ (Social) factor has moved into greater focus for investors. In this article, we shed light on recent approaches to social investing, illustrating that imposing social restrictions does not just alter the sustainability profile of portfolios.

ESG
Nov 13, 2020 Government Bonds

Hunt for yield

Given the current increase in Treasury yields, we think investors can probably log in the gap between German Bunds and euro-hedged U.S. Treasury yields for quite a while.

Government Bonds, Fixed Income, Europa, Americas
Nov 10, 2020 Equities

Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

Equities, Fixed Income, Macro, Elections, Global
Nov 10, 2020 ESG

Sustainable Energy Trends: Small is Beautiful

By: Murray Birt, Gianluca Minella, Aizhan Meldebek

ESG, Infrastructure
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, Global, Fixed Income, Multi Asset
Nov 06, 2020 Sustainability

Decarbonization: The race is on

President Trump’s decision for the U.S. to leave the Paris Climate Agreement has already led to growing efforts by various organizations to fight climate change.

Sustainability, Politics
Nov 05, 2020 Infrastructure

US Infrastructure Debt: The Case for Asian Insurers

By: Marlon Rockenfeller, Thomas Gillmann, Gianluca Minella, Chloe Tan

Private infrastructure debt offers unique features that make this asset class particularly interesting for insurers in Asia. Besides offering attractive economic features, infrastructure debt can also serve as capital-efficient source of duration under most risk-based capital regimes across Asia.

Infrastructure, Americas
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, Fixed Income, Equities
Nov 04, 2020 Elections

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Elections, Macro, Equities, Fixed Income
Nov 04, 2020 Equities

Americas CIO View

By: David Bianco

Halloween's blue moon: Light in the night or just ominous?

Americas, Equities
Nov 03, 2020 Macro

ECB: Preparing markets for Christmas gifts

By: Ulrike Kastens

Risks tilted to the downside, paving the way for more stimulus in December

Central banks, Macro
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