CIO View

DWS’s market evaluation

Latest Articles

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 16, 2020

Americas CIO View

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

Sep 11, 2020 Macro

Investment Traffic Lights

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

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

Sep 03, 2020 Macro

Slow, but not so steady

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

How we see the markets

Investment Traffic Lights

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

Read more

Our forecasts

All forecasts at a glance

Read more

CIO articles by asset classes

Economic Overview

Equities Overview

Fixed Income Overview

Multi Asset Overview

Alternatives Overview

ESG CIO View

Videos

Finde more articles here

CIO View Quarterly

Chart of the week

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.

Read more

CIO View

Cookies Policy

This website uses cookies in order to improve user experience. If you accept, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can change your settings, see our Cookies Notice.
Accept All Cookies

Other country

Other country