Archive

Results: 124 Matches

03-Nov-25 10 Themes

10 Themes - #7: Industrial policy in transition – from global to local

Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies

Macro
31-Oct-25 Chart of the week

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

29-Oct-25 DWS Research Institute

Energy & nature investor quarterly

By: Michael Lewis, Steffen Kutscher

Quarterly highlight: The elusive “Peak Oil” scenario

ESG
27-Oct-25 10 Themes

10 Themes - #6: Europe's rearmament is a project for decades

Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.

Europe
24-Oct-25 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia & Pacific, Politics
22-Oct-25 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Persistent Rice Inflation: Balancing Inflation and Economic Risks

Asia & Pacific
20-Oct-25 10 Themes

10 Themes - #5: Could Europe's demographics raise interest in stocks?

Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.

Demographics
17-Oct-25 Chart of the week

Silver – a metal of dual purpose in tightening markets

Silver hits record highs on industrial demand surge and supply squeeze

Commodities, Precious metals
15-Oct-25 DWS Research Institute

Peeking Through the Hedge

By: Robert Bush

"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick

Fixed Income
13-Oct-25 10 Themes

10 Themes - #4: Digitalization meets sustainability

Our digital future is going to need a lot more energy than people think

Energy, ESG
10-Oct-25 Chart of the week

Role reversal

How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.

Eurozone, Macro, Politics
06-Oct-25 10 Themes

10 Themes - #3: Stablecoins may have the potential to transform the payment infrastructure

Regulated euro stablecoins are emerging as benchmarks for efficiency, liquidity and institutional acceptance

Crypto currencies, Technology
02-Oct-25 DWS Research Institute

Fed Chairs and Market Returns

By: Jason Chen, Stephen Cianci

How have markets historically reacted to new Fed chairs?

29-Sep-25 10 Themes

10 Themes - #2: China as relative beneficiary of U.S. trade policy

No country is targeted by U.S. tariffs and sanctions as much as China. But China is also a country that seemed well prepared for Trump's second term. China's stock markets may be benefiting.

Emerging Markets
26-Sep-25 ESG

The great energy race: challenge and transformation

By: Michael Lewis, Steffen Kutscher

(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion

ESG
Results 46-60 of 124
Results per Page

CIO View