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Archive

Results: 158 Matches

17-Jan-25 Chart of the week

What do falling Chinese yields tell us?

The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China

Fixed Income, Inflation
15-Jan-25 Blog

Does Trump really want to buy Greenland? If so, why? | Frank Kelly

By: Francis (Frank) J. Kelly

Frank Kelly discusses two strategic reasons why Trump is likely so interested in Greenland and where he believes this will all end up.

Politics
12-Jan-25 Blog

Frank Kelly’s Geopolitical Week Ahead | January 12, 2025

By: Francis (Frank) J. Kelly

The Trump cabinet nominees get confirmation hearings, Iran’s President meets with Russian President Putin while Germany, France, and UK meet with Iran over their nuclear program, and earnings season in the U.S. kicks off.

Politics
10-Jan-25 Chart of the week

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Europe, Macro
09-Jan-25 Blog

Why the confirmation hearings may be important to markets | Frank Kelly

By: Francis (Frank) J. Kelly

Trump's cabinet picks get their confirmation hearings next week – But will they tell markets anything on policy?

Politics
05-Jan-25 Blog

Frank Kelly’s Geopolitical Week Ahead | January 5, 2025

By: Francis (Frank) J. Kelly

The U.S. Congress certifies the 2024 Election, Venezuela’s opposition leader meets with hemispheric leaders, and Canadian Prime Minister Trudeau resigns.

Politics
13-Dec-24 Chart of the week

Transformative European alternatives

Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.

ESG, Europe
11-Dec-24 10 Themes

10 Themes - #10: 11 unlikely events with even more unlikely results

For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.

Equities, Fixed Income, Multi Asset, Americas, Europe, Inflation
10-Dec-24 Asia & Pacific

APAC CIO View

China Fiscal Stimulus

Asia & Pacific
06-Dec-24 Chart of the week

Closing the German gender investment gap

The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.

Equities, Fixed Income, Allocation
29-Nov-24 Chart of the week

What now for record U.S. money market funds?

Even after the Fed's first rate cut, the momentum of cash inflows remains high 

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
22-Nov-24 Chart of the week

DWS’s 2025 forecasts

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
19-Nov-24 Europe

Europe’s investment appeal

By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos

The investment routes to speed up European Transformation

Europe, Alternatives, Infrastructure, Real Estate
19-Nov-24 Americas

Americas CIO View

Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts

Elections
18-Nov-24 CIO Flash

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Elections, Politics
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CIO View