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Archive

Results: 152 Matches

21-Feb-25 Chart of the week

High hopes – Germany’s 2025 federal elections

Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.

Elections
16-Feb-25 Blog

Frank Kelly’s Geopolitical Week Ahead | February 16, 2025

By: Francis (Frank) J. Kelly

Big moves toward Ukrainian peace talks, the EU seeks to head off a trade war with the U.S., Germany holds what could be historic elections, the Israeli-Hezbollah cease-fire is set to expire, and markets look to the release FOMC minutes.

Elections
14-Feb-25 Chart of the week

Is Spain becoming a model country?

The bond market bathes in the positive sentiment

Europe, Fixed Income
13-Feb-25 CIO Special

Germany’s election: what should we expect?

By: Vincenzo Vedda

Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?

Elections, Europe
13-Feb-25 Blog

Frank Kelly Update: Tax and budget legislation | February 13, 2025

By: Francis (Frank) J. Kelly

Increased Republican infighting challenges timing and chances of tax and budget legislation getting done anytime soon.

Tax
09-Feb-25 Blog

Frank Kelly’s Geopolitical Week Ahead | February 9, 2025

By: Francis (Frank) J. Kelly

The AI Action Summit convenes in Paris, Trump meets with Indian Prime Minister Modi as Secretary of State Rubio meets with EU foreign ministers, and Powell goes to Capitol Hill.

Politics
07-Feb-25 Chart of the week

Leading indicators of Europe’s direction

Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.

Europe, ESG
06-Feb-25 CIO Special

The shine is back on gold

By: Vincenzo Vedda

To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable

Central banks, Macro, Commodities
31-Jan-25 DWS Research Institute

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

Inflation, Multi Asset, Global
31-Jan-25 Chart of the week

EU Commission to support European carmakers

Industry desperately hopes for support from Brussels

Europe, Industry, Autonomous driving
26-Jan-25 Blog

Frank Kelly’s Geopolitical Week Ahead | January 26, 2025

By: Francis (Frank) J. Kelly

Will the Trump Tariffs on Canada, Mexico, and China begin this week? Rubio Goes to Latin America, U.S. Senate confirmation hearings continue, and a big week for Central Banks.

Politics
24-Jan-25 Asia & Pacific

APAC CIO View

Evolving Data Center Landscape in Asia-Pacific

Asia & Pacific
24-Jan-25 Chart of the week

U.K. Gilts in PAIN

Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling

Fixed Income, Inflation, Americas, Central banks
23-Jan-25 Americas

Americas CIO View

New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations

Equities, Macro, Fixed Income
21-Jan-25 Artificial Intelligence

Artificial Intelligence: What to expect in 2025

By: Maria Milina

How investors could take advantage of the already big and exponentially growing AI market

Artificial Intelligence
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