Insights

Our evaluations and analyses

CIO View

Aug 07, 2020 Macro

It’s too early to write the dollar’s obituary

In recent months, European policymakers have caught foreign-exchange markets by surprise. That says little about future exchange-rate developments.

Aug 05, 2020

Americas CIO View

Tech titans: super enterprises in a class all their own

Aug 04, 2020 Macro

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

Jul 31, 2020

Are equity markets any good at pricing Covid-19?

The recent pattern in European equity markets looks strikingly similar to what happened in Asia after the SARS outbreak. That could be a mixed blessing.

Jul 29, 2020

CIO Commodity Commentary

No recovery yet

Jul 29, 2020

Americas CIO View

Better than feared second-quarter S&P 500 EPS on June bounce and tech & health-care immunity

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DWS Research Institute

Aug 07, 2020

DWS Long View - Update

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Jul 13, 2020 Macro

Dilution Risk in the US Banks

In a report in Apriltthe dilution risk in equities from the economic downturn triggered by the lockdown related to the COVID-19 pandemic was analysed. Now we look at those scenarios using the results of the Federal Reserve’s 2020 stress test of US banks.

Jul 06, 2020 ESG

How best to measure asset managers’ credentials when it comes to ESG

A transparent approach is required particularly when it comes to measuring ESG AuM, assessing proxy voting track record and understanding ESG datasets.

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Investment Topics

Jul 29, 2020

DWS raises the bar for ESG

DWS is introducing an additional stage to its active investment process. Smart Integration is a sophisticated analysis process that makes sustainable investment decisions even better, thereby contributing to a more sustainable economy, society and environment.

Jul 27, 2020

How risk diversification works in a low interest-rate environment

Government bonds are no longer suitable for risk diversification in securities portfolios.

Jul 23, 2020

Hydrogen could save the climate – and energise investors

As a future energy source, hydrogen has caught stock brokers‘ imagination. As individual stocks in this sector are highly volatile, investors should aim for a broad mix. Funds can be a good solution.

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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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