European high yield – enough meat on the bones

Emerged as relative winners in the fixed-income segment – and we believe they can still deliver

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Europe’s time to shine

The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.

Europe: the wake-up call has been heard

More defence, more investment, more debt, more growth

EU Commission to support European carmakers

Industry desperately hopes for support from Brussels

Emerging-markets equities – time to revisit

Remain relatively cheap, investors stay cautious – wrongly so, as we believe

Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

DWS’s 2025 forecasts

Dividend stocks – all-rounder in tricky times

By: Björn Jesch

The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.

Direct Lending shows vigorous growth

By: Björn Jesch, Dan Robinson

An attractive alternative to investments in the public capital market?

Deglobalization – rather diversified globalization

Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand