Insights

Our evaluations and analyses

CIO View

Oct 21, 2019 Monetary policy

U.S. Economic Outlook

The end of a cutting cycle ahead?

Oct 18, 2019 Europe

A new Brexit deal? That was the easy bit!

Even if the Commons were to endorse Boris Johnson's new deal on Saturday, further stumbling blocks remain.

Oct 18, 2019 Americas

Where have all those profits gone?

Chart of the week

Oct 11, 2019 Europe

How much worse can things get in Germany?

Chart of the week

CIO View Quarterly

Oct 04, 2019

CIO View complete pdf

Get the complete CIO View as pdf

Sep 30, 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

Sep 25, 2019 ESG

Climate-transition risk and asset allocation

A methodology that focuses on climate-transition risk may help to identify investment implications of moving toward a low-carbon economy.

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Investment Topics

Oct 21, 2019

Who has better artificial intelligence: the USA or China?

The USA is still the frontrunner in "thinking" computer technology, but China wants to be number one soon. This could open up interesting perspectives for investors.

Oct 18, 2019 Equities

"Buy shares ... and forget about them."

It looks like stock-market guru André Kostolany was right: if you’re making a long-term investment you needn’t worry too much about finding the right the stock-market entry point – differences in returns generally smooth out over time.

Oct 15, 2019 Sustainability

Why rising sea levels pose a severe risk to investors

Global warming makes sea levels rise. Flooding increasingly impacts coastal countries, but also companies and, therefore, investors. It is high time to take action.

DWS Research Institute

Oct 09, 2019 ESG

Responsible investing - The world tour

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

Jul 24, 2019 ESG

German Corporates & Sustainability

German corporates are faced with significant risks and opportunities when it comes to sustainability and specifically climate change.

Apr 29, 2019 Private Equity

Have your private equity cake and eat it

Up until now, investors in private equity had to choose between the superior alpha of direct buy-outs or a secondary market that offered more liquidity and less risk.

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Find all articles in our CIO-View-archive.

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