Results: 307 Matches

25-Feb-24 Blog

Frank Kelly’s Geopolitical Week Ahead | February 25, 2024

By: Francis (Frank) J. Kelly

This coming week, there will be a keen global focus on the U.S. House of Representatives for two big reasons – March 1 government shutdown deadline and discussion on aid for Ukraine, Israel and Taiwan.

23-Feb-24 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income
22-Feb-24 Macro

India – a poorly kept secret

By: Björn Jesch

India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.

Macro, Asia & Pacific, Emerging Markets
16-Feb-24 Elections

Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

15-Feb-24 DWS Research Institute

A Bit of Bitcoin Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

​A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.

13-Feb-24 DWS Research Institute

U.S. High Yield for Insurance Companies

By: Jason Chen

Evaluating the high yield landscape for insurance investors

12-Feb-24 Blog

Frank Kelly’s Geopolitical Week Ahead | February 12, 2024

By: Francis (Frank) J. Kelly

Jordanian King Abdullah will meet with President Biden, Indonesia holds presidential elections, Munich Security Conference is to be held and big U.S. regulatory events.

12-Feb-24 DWS Research Institute

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Multi Asset, Fixed Income
09-Feb-24 Bonds

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

Americas, Bonds, Europe
07-Feb-24 DWS Research Institute

The DWS Macro Metric Part II – Investment Grade

By: Johannes Müller, Robert Bush

Finance and psychology go hand in hand.

05-Feb-24 Blog

Frank Kelly’s Geopolitical Week Ahead | February 05, 2024

By: Francis (Frank) J. Kelly

As tensions and military action in Yemen and the South Sea continue to escalate, U.S. Secretary of State Antony Blinken returns to the region.

02-Feb-24 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
02-Feb-24 Americas

U.S. economic growth and fiscal balances

Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.

25-Jan-24 Fixed Income

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

19-Jan-24 ESG

Making sense of commodity price forecasts

Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.

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