CIO View

DWS’s market evaluation

Latest Articles

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.

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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

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How we see the markets

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.

Read more

Our forecasts

All forecasts at a glance

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CIO View

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