Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

A Bit of Bitcoin Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

​A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

The DWS Macro Metric Part II – Investment Grade

By: Johannes Müller, Robert Bush

Finance and psychology go hand in hand.

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

U.S. economic growth and fiscal balances

Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.

The road ahead for direct lending

By: Michael Verhoeven, Maria Milina, Michael Lewis

Supporting transformation and sustainability ambition

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

Making sense of commodity price forecasts

Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.

Americas CIO View

By: David Bianco

Equity wealth and inflation: What would Milton Friedman say?

Europe’s inflation divergence

Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.

Reflation in Japan

By: Björn Jesch

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

CIO View Portfolio

By: Björn Jesch

Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.