CIO View

DWS’s market evaluation

Latest Articles

Jan 15, 2021 Americas

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
Jan 12, 2021 Equities

Americas CIO View

Bidenomics: Spend now, tax later…until the bond market objects
Jan 08, 2021 Europa

The other trade deal

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
Jan 07, 2021 Macro

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
Dec 18, 2020 Macro

U.S. Economic Outlook

Vaccine shots for the economy
Dec 18, 2020 Americas

The United States is well ahead – in the stock market.

S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.
Jan 07, 2021 Macro

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
Dec 18, 2020 Macro

U.S. Economic Outlook

Vaccine shots for the economy
Dec 18, 2020 Americas

The United States is well ahead – in the stock market.

S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.

How we see the markets

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.
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