Michael Lewis, Head of Research, ESG discusses with Asset TV.
original ideas | made clear
By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA
A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.
By: Jason Chen
Evaluating the high yield landscape for insurance investors
Evaluating the use of high yield within an investment portfolio
By: Johannes Müller, Robert Bush
Finance and psychology go hand in hand.
By: Björn Jesch, Thomas Schuessler, Steve Kurz, Chris Rhine
An interview with four senior leaders from DWS and Galaxy.
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger
Whitepaper #1: Catching-up to climate
By: Jason Chen, Katrin Loehken, Dirk Schlüter
Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
By: Robert Bush, Jason Chen, Maria Milina
“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach
By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj
In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings
By: Richard Marshall
DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.
By: Peter Warken, Angelina Kostyrina, Timo Schanz, Jason Chen
The 2023 Update
By: Michael Lewis, Lukas Ahnert
Climate benchmarks and their personalities
By: Jason Chen, Dirk Schlüter
Fixed income returns in inverted yield curve environments
By: Jason Chen, Maria Milina, Robert Bush
By: Maria Milina, Jason Chen, Robert Bush
By: Jason Chen, Maria Milina
Opportunities for investors
By: Michael Lewis
From the billions to trillions
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
Transmission of monetary tightening into financial conditions and demand destruction
By: Maria Milina, Murray Birt, Michael Lewis
A financing solution for SMEs to participate in the transition
By: Geoffrey Shaver, CFA, Annie Del Giudice, Jason Chen, Grace Qiu Tiantian, Ph.D., Harry Huang Peng, CAIA, FRM
By: Jason Chen, Francesco Curto, Dirk Schlüter
In this edition of the Long View, we examine the risks around monetary policy tightening measures.
By: Michael Lewis, Maria Milina, Richard Marshall
Policies to electrify European roads
By: Francesco Curto, Johannes Müller, Murray Birt, Peter Doralt
By: Martin Moryson
Inequality – An Investors’ Perspective.
By: Francesco Curto, Jason Chen
The importance of interest rates and inflation on equity fair value
Implications on the global macroeconomy and financial markets.
By: Peter Warken, Angelina Kostyrina
Setting a new standard for the post 60/40 regime
Within this report, we present the DWS long-term capital market assumptions as of the end of March 2022 for major asset classes.