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May 07, 2020 Multi Asset

DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Robert Bush

Following the COVID-19 crisis, we have conducted a thorough analysis on the impact of the crisis on the DWS Long View. This update is essential reading to understand how this crisis has fundamentally impacted asset class returns for the next 10 years.

Multi Asset, Allocation, Fixed Income, Equities
May 05, 2020 Macro

Investment Traffic Lights

In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.

Global, Fixed Income, Equities, Multi Asset
Apr 28, 2020 Multi Asset

Crisis makes even stronger case for equities

By: Klaus Kaldemorgen

How deep the crisis could be remains uncertain. The size of many aid packages, however, is rather concrete. Equities should be among the relative winners.

Multi Asset, Central banks, Global
Apr 02, 2020 Macro

Investment Traffic Lights

In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.

Global, Fixed Income, Equities, Multi Asset
Mar 26, 2020 Macro

2020 – coronavirus reversal and rebound

By: Stefan Kreuzkamp

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.

Fixed Income, Equities, Multi Asset, Alternatives
Mar 11, 2020 Macro

Adjusting our strategic CIO View forecasts

The global spread of the coronavirus forces us to revise our forecasts. We remain cautiously optimistic that the virus can be contained within the first half of the year.

Macro, Fixed Income, Equities, Alternatives, Multi Asset, Global
Mar 09, 2020 Equities

"We’re here to serve investors who value risk control."

The DWS Invest Conservative Opportunities fund is designed to be a defensive balanced fund. In this interview, fund manager Thomas Graby compares the product, which is aimed at risk-averse investors, to a vehicle equipped to drive over uneven terrain.

Equities, Multi Asset
Mar 05, 2020 Macro

Investment Traffic Lights

In February stocks and bonds dived from their record heights. The global spread of the coronavirus seems to be dictating the responses of central banks, economies and markets.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Feb 11, 2020 Multi Asset

Multi-asset funds help you weather stormy times

Six men, a rowboat, the Antarctic, and nine new world records – under adverse conditions, a rowing team accomplished what no one person alone could have ever managed to do. Multi-asset funds follow the same principle.

Funds saving, Multi Asset, Retirement Solutions
Feb 10, 2020 Multi Asset

DWS Long View

By: Francesco Curto

In our updated DWS Long View we outline why we believe that expected returns will be lower over the next ten years than they were in the past.

Allocation, Fixed Income, Equities, Multi Asset
Jan 31, 2020 Investment Insights

A New Decade: Long for Longer?

By: Oliver Souliac, Lukas Ahnert

While specific equity risks can be avoided, avoiding fixed income and broad market risk premia still leads to missing out on returns. Strategically, focusing on return drivers, value destruction during drawdowns and unnecessary return dilution may become instrumental to asset selection over the next decade of investing.

Multi Asset, Equities
Jan 06, 2020 Macro

Investment Traffic Lights

There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Dec 18, 2019 CIO View quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

ESG, Equities, Fixed Income, Macro, Multi Asset
Dec 12, 2019 Global

2020 can't be expected to keep up with 2019

By: Christian Hille

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

Multi Asset, Global
Dec 03, 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Global, Fixed Income, Equities, Alternatives, Multi Asset
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THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

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