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

10 Themes - #1: Changing demographics

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

10 themes for 2025

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

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

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.

Is Mr. Market Apolitical? Not quite

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

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?

Convexity and prepayment risk

By: Jason Chen, James Kole

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

Energy efficiency policies & investments

By: Siena Golan, Murray Birt

European developments create cross-asset class investment opportunities

Value vs. Growth

By: Björn Jesch

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

DWS Long View - 2024

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Inflation: here to stay?

By: Björn Jesch, Martin Moryson

The Long-Term Inflation Prospects

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments