Our evaluations and analyses

CIO View

Jan 15, 2021 Macro

More stimulus ahead

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

Americas CIO View

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

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

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.
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DWS Research Institute

Dec 15, 2020 ESG

ESG in Strategic Asset Allocation (SAA): A practical implementation framework

Nov 30, 2020 ESG

A transformational framework for Water Risk

An institutional framework on addressing water risk across asset classes
Nov 10, 2020 ESG

Sustainable Energy Trends: Small is Beautiful

Read more

Investment Topics

Jan 13, 2021

Multi-asset funds - the right mix for many market phases

With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.
Jan 05, 2021

ESG investments: The four most important questions investors need answered

Sustainable investment products are booming. However, investors should be able to answer a few essential questions before investing in funds that promise long-term relevance for society and the environment.
Dec 06, 2020

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.


CIO View

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