Archive

Results: 133 Matches

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
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
06-Aug-24 Europe

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

Politics, Developed Markets, Thematics
02-Aug-24 Artificial Intelligence

Artificial Intelligence- Investing in AI innovation leaders

By: Maria Milina, Jason Chen

Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.

Artificial Intelligence
18-Jun-24 Real Estate

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

Real Estate
14-May-24 Americas

Americas CIO View

By: David Bianco

Surging AI capex: Macro implications of its size and return on investment?

Americas, Equities
30-Apr-24 DWS Research Institute

Convexity and prepayment risk

By: Jason Chen, James Kole

How the price and yield relationship is impacted for issuer callable bonds

Bonds
27-Mar-24 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
18-Mar-24 Americas

Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter

Americas, Equities
23-Feb-24 Americas

Americas CIO View

By: David Bianco

The end of macro?: Some companies are so big they are the macro

Americas
12-Feb-24 DWS Research Institute

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Multi Asset, Fixed Income
29-Nov-23 Macro

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Macro
11-Jul-23 Inflation

Inflation: here to stay?

By: Björn Jesch, Martin Moryson

The Long-Term Inflation Prospects

Inflation, Macro, Global
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