Archive

Results: 133 Matches

27-Jun-25 Chart of the week

No massive sell-off of U.S. securities

Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent

Currencies, Fixed Income, Government Bonds, Americas
16-Jun-25 CIO Special

Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Fixed Income, Bonds, Macro
13-Jun-25 Chart of the week

Japanese bond yields have risen sharply

We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.

Macro, Equities, Fixed Income, Alternatives
06-Jun-25 Chart of the week

Still constructive

Cautiously optimistic: Our forecasts for the next 12 months

Macro, Equities, Fixed Income, Alternatives
06-Jun-25 Americas CIO View

Americas CIO View

Foreign investors rethink US assets, but the S&P 500 is global and digital

Americas, Equities
28-May-25 CIO Special

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

Fixed Income, Bonds, Macro
23-May-25 Chart of the week

Making hay - outlook still sunny in Spain?

Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.

Macro
22-May-25 Asia & Pacific

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

Asia & Pacific
19-May-25 Multi Asset

DWS Long View Q1 - 2025

By: Jason Chen, Dirk Schlüter, Ajay Chaurasia

Multi Asset
16-May-25 Chart of the week

Moving targets

Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.

Macro
13-May-25 U.S. Economic Outlook

Recession odds remain elevated

Uncertainty and higher prices expected to take a toll on the economy.

Macro, Americas
09-May-25 Chart of the week

How recessions affect earnings per share

In addition to the severity of the recession, inflation will be an important factor during this phase.

Equities, Macro
25-Apr-25 Chart of the week

Bitcoin – a certain kind of hedge?

Short-term high correlation with the Nasdaq should not be over-interpreted

Currencies, Equities, Macro
24-Apr-25 CIO Flash

Extraordinary forecast adjustments

The U.S. president's policies are forcing us to revise our growth and market forecasts downwards. Regardless of how U.S. tariff policy develops, enough confidence has already been destroyed to make consumers, investors and companies more cautious. We expect markets to remain volatile in the short term but in our core scenario anticipate declining uncertainty and positive equity returns for the 12 months to come.

Macro, Equities, Alternatives
14-Apr-25 CIO Special

Europe’s time to shine

The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.

Equities, Europe
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