Insights

Our evaluations and analyses

CIO View

Apr 03, 2020

Evaporating earnings?

Corporate-earnings estimates for 2020 are likely to be revised downwards substantially in the coming weeks. How hard could the S&P 500 be hit?

Apr 03, 2020

Americas CIO View

Compelling equity valuations on last year’s earnings

Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

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.

CIO View Quarterly

Mar 27, 2020

Nasty business

The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts

Mar 26, 2020 Macro

2020 – coronavirus reversal and rebound

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

Mar 20, 2020

Our forecasts

All forecasts at a glance

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Investment Topics

Mar 11, 2020

"Climate protection will be an investment theme for decades to come"New Page

Turning climate change into an investment opportunity: that’s fund manager Tim Bachmann’s goal with the DWS Invest ESG Climate Tech fund.

Mar 09, 2020

"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.

Mar 03, 2020

An investment portfolio with no equities? Not a good idea

How useful are shares for building wealth? A long-term study by DWS shows what investors can expect in the next ten years.

DWS Research Institute

Mar 26, 2020 Macro

The response to the Coronavirus epidemic

As long term investors we believe in investing where there is demand and critical need and long-term drivers of growth.

Mar 20, 2020 Macro

History Lessons - why do markets sell-off and then rebound

In a nutshell, the answer is fear. The common perception is that collapsing earning expectations during recessions drive share prices. However, they explain only a small part of the price move.

Mar 13, 2020 ESG

ESG investing - getting under the hood

Environmental, Social, and Governance (ESG) investing has gathered significant momentum over recent years. This momentum has occurred as investors aim to include material extra-financial information into their investment process with the aim of improving the return characteristics of a portfolio.

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Videos

CIO View

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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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