Archive

Results: 826 Matches

Jun 26, 2020 Währungen

Fundamentals are no longer driving currencies

Fundamentals and rate differentials aren’t driving currencies now. Instead their moves reflect the swings in sentiment in global markets.

Währungen, Fixed Income, Investment grade
Jun 25, 2020 Sustainability

Sustainable success stories

By: Petra Pflaum

Increasingly, Sustainable Development Goals help drive our global outlook for sector allocation.

Macro, Equities, Global, Sustainability
Jun 25, 2020 Real Estate

Commercial Real Estate Debt: An Insurance Perspective

By: Marlon Rockenfeller, Thomas Gillmann, Mark Fehlmann, Alexander Oswatitsch, Tom Francis, Thierry Wargnier, Matt Martel

Private commercial real estate debt offers unique characteristics that can make this asset class particularly interesting for insurance companies. Besides attractive economic features, real estate loans may also benefit from favourable regulatory capital charges.

Real Estate
Jun 24, 2020 Equities

Americas CIO View

By: David Bianco

Banks this recession vs. last: from patient to medic

Equities, Americas
Jun 24, 2020 Equities

Time for a bit of patience

By: Andre Koettner, Dr. Thomas Schuessler

During the swift rebound since the March lows, equity markets may have gotten a little ahead of themselves.

Macro, Politics, Equities
Jun 22, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Positive surprises don't make a fast recovery

Macro, Americas
Jun 22, 2020 ESG

Passive Investing 2020

The third edition of the DWS-sponsored CREATE passive investing report turns the spotlight on global warming.

ESG
Jun 19, 2020 Fixed Income

Almost back to normal

By: Joern Wasmund

We do not expect much from government bonds for the time being. Our focus remains on corporate and emerging-market bonds.

Fixed Income
Jun 19, 2020 Macro

Too early to predict this recovery's shape

The latest data on retail sales and industrial production paint an inconclusive picture of the U.S. economic prospects.

Americas, Macro
Jun 17, 2020 Equities

Americas CIO View

By: David Bianco

More summer dips likely: Stay out of the deep end

Equities, Americas
Jun 15, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

Alternatives, Commodities
Jun 15, 2020 Central banks

At a turning point

By: Johannes Müller

Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.

Macro, Central banks, Global, Politics
Jun 12, 2020 ESG

Investing for a green or dirty planet

By: Francesco Curto, Michael Lewis, Murray Birt, Sarvesh Agrawal

Climate risk and corporate capex

ESG
Jun 12, 2020 Macro

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

Government bonds, Fixed Income, Politics, Global
Jun 12, 2020 Macro

The U.S. yield curve is steepening again – so what?

The U.S. yield curve inverted last August, foretelling the current recession. But its recent steepening does not necessarily indicate that the recession will end soon.

Macro, Fixed Income, Investment grade
Results 1-15 of 826
Results per Page

CIO View

Cookies policy:

This website uses cookies in order to improve user experience. If you accept, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can change your settings, see our Cookies Notice.
Accept All Cookies

Other country

Other country

Disclaimer

THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

© 2020 DWS Investment GmbH