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Articles

Results: 180 Matches

Nov 29, 2023 Equities

India: Delivering on many promises

India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.

Equities, Asia & Pacific
Nov 27, 2023 Multi Asset

Long View Q3: Japanese reflation

By: Jason Chen, Katrin Loehken, Dirk Schlüter

Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.

Multi Asset
Nov 10, 2023 Thematics

Mr. Market Goes to Washington

By: Maria Milina, Robert Bush, Jason Chen

Once considered separate domains, economic and national security have seen growing convergence in recent years.

Thematics, Americas, Globalization, Technology
Aug 17, 2023 Multi Asset

Long View Q2: Inverted yield curves

By: Jason Chen, Dirk Schlüter

Fixed income returns in inverted yield curve environments

Multi Asset
Jul 28, 2023 ESG

ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

ESG
Jul 11, 2023 Inflation

Inflation: here to stay?

By: Björn Jesch, Martin Moryson

The Long-Term Inflation Prospects

Inflation, Macro, Global
Jun 06, 2023 ESG

A new boiling point: Oceans heat up

Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.

ESG, Macro, Alternatives
Jun 01, 2023 European Transformation

Solutions to drive Europe’s transformation

By: Johannes Muller, Michael Lewis, Murray Birt, Maria Milina

To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.

Europa, ESG
May 23, 2023 ESG

Changing the flow of global climate finance

ESG, Macro, Alternatives
May 16, 2023 Multi Asset

Long View Q1: Monetary tightening

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

Transmission of monetary tightening into financial conditions and demand destruction

Multi Asset, Interest, Monetary policy
Apr 20, 2023 DWS Research Institute

Direct lending & the European transformation

By: Maria Milina, Murray Birt, Michael Lewis

A financing solution for SMEs to participate in the transition

Alternatives, Europa, ESG
Apr 18, 2023 ESG

Earth Day– E-mobility solutions

ESG, Macro
Apr 17, 2023 Macro

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments

Macro
Apr 17, 2023 Equities

Innovative clusters – northern lights, transforming Europe

Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts

Equities
Apr 17, 2023 Equities

European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

Equities
Results 136-150 of 180
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