Archive

Results: 871 Matches

Sep 18, 2020

A questionable pas de deux: S&P 500 and Vix

While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?

Sep 17, 2020

EU bonds: the opportunities they offer investors

As an institution, the European Union is borrowing on a large scale for the first time for its reconstruction fund. This creates opportunities for security-conscious investors.

Sep 16, 2020

Americas CIO View

By: David Bianco

S&P 500 leverage update: another young vs. old sector split

Sep 11, 2020 ESG

Stakeholders and shareholders

By: Gunnar Friede, Murray Birt, Michael Lewis

Why Milton Friedman got it wrong

ESG
Sep 11, 2020

Everything you need to know about currency risk

How dangerous is currency risk for investors? When is it worth hedging and when not?

Macro
Sep 11, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Sep 11, 2020 Macro

How the UK went from leader to laggard

The vote to leave the European Union has cost the UK dearly already. Not much time is left to prevent even more economic damage

Macro
Sep 07, 2020

Looking to 2030: shares and infrastructure are the favourites

The coronavirus crisis has further shifted the weighting of individual asset classes‘ return prospects for the next decade. Equities and alternative investments look particularly likely to offer private investors relatively good earnings opportunities.

Sep 07, 2020

Telecommunications - the 5G revolution offers return opportunities

The telecommunications industry is preparing for a new era - that of ultra-fast data exchange via 5G mobile networks. How can investors benefit from this megatrend?

Sep 04, 2020 Macro

Money supply grows, but not inflation rates

Monetary aggregates are growing briskly across the globe. The outlook for inflation remains benign, at least for now

Macro
Sep 03, 2020 Macro

Slow, but not so steady

By: Johannes Müller

Until the Covid-19 virus is finally defeated, the recovery looks set to continue at an uneven pace. Our Macro outlook explains why.

Macro
Aug 31, 2020

How sustainable is current tech-stock dominance?

So far, the coronavirus crisis seems to have had little effect on large technology companies. But DWS fund manager Andre Köttner warns against excessive euphoria and explains why he believes good risk diversification is a better strategy in the long run.

Aug 28, 2020 ESG

Climate transition risk and performance

Everybody is talking about the pandemic accelerating major trends. We find it has also favored companies responding to climate change.

ESG
Aug 27, 2020

Fixed Income ETFs: Behind the growth story

By: Oliver Souliac, Deniz Ersan, Lukas Ahnert

The recent, turbulent times have tested the limits of ETFs, with underlying Fixed Income markets experiencing extreme stress. This episode has demonstrated that Fixed Income ETFs coped well: they have passed the test of time and perceived weaknesses have turned out to be strengths. We look into how ETFs respond to Fixed Income market realities and conclude with a scorecard to help investors better assess and select Fixed Income ETFs.

Aug 27, 2020

Our forecasts

All forecasts at a glance

Macro
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