Archive

Results: 124 Matches

04-Jul-25 Chart of the week

Will there be a U.S. debt crisis?

A look at the risks that the U.S. debt trajectory could become dynamically unstable

Americas
30-Jun-25

Currency Hedging: how has it worked and how might it work going forward?

By: Jason Chen

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
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
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
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
14-Apr-25 Americas CIO View

Americas CIO View

New world order for trade: What Next?

Americas, Equities, Macro
02-Apr-25 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Asia & Pacific
03-Mar-25 Asia & Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Asia & Pacific
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