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Results: 172 Matches

Oct 22, 2024 10 Themes

10 Themes - #6: A Commodity Supercycle?

The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.

Commodities
Oct 15, 2024 10 Themes

10 Themes - #5: Democratizing the capital market

The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.

Alternatives, Infrastructure
Oct 10, 2024 10 Themes

10 Themes - #4: Crypto Love

The fourth topic in this series examines where the crypto market is heading after the ETF hype

Crypto currencies
Oct 03, 2024 Sustainability

Stress testing equity markets with higher carbon prices

Comparing the impact on traditional and ESG equity indices

Oct 01, 2024 10 Themes

10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Artificial Intelligence
Sep 20, 2024 10 Themes

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

Demographics, Retirement Solutions
Sep 20, 2024 10 Themes

10 themes for 2025

Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.

Macro
Aug 06, 2024 Europa

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

Politics, Developed Markets, Thematics
Aug 02, 2024 Artificial Intelligence

Artificial Intelligence- Investing in AI innovation leaders

By: Maria Milina, Jason Chen

Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.

Artificial Intelligence
Jul 12, 2024 Politics

Is Mr. Market Apolitical? Not quite

By: Maria Milina, Robert Bush, Jason Chen, Johannes Muller

Politics, Developed Markets, Thematics
May 02, 2024 DWS Research Institute

Yes, Virginia, there are Active ETFs…

By: Robert Bush

So, is it fair to say that ETFs are typically thought of as passive for good reason?

Americas
Apr 30, 2024 DWS Research Institute

Convexity and prepayment risk

By: Jason Chen, James Kole

How the price and yield relationship is impacted for issuer callable bonds

Bonds
Apr 19, 2024 Europa

Energy efficiency policies & investments

By: Siena Golan, Murray Birt

European developments create cross-asset class investment opportunities

Sustainability, Europa, Real Estate, Infrastructure, Alternatives, ESG
Apr 02, 2024 DWS Research Institute

Dividends and Inflation – Let’s Get Real...

By: Robert Bush, Jay Joshi, Alicia Ansorg

In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years

Mar 27, 2024 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
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