Archive

Results: 824 Matches

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 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
Jun 10, 2020 Macro

Back to normal. But what is normal?

By: Stefan Kreuzkamp

The record market slide has been followed by record-breaking stimulus – and a superfast rally. The economy is yet to follow.

Fixed Income, Equities, Multi Asset, Alternatives
Jun 10, 2020 Forecasts

Our forecasts

All forecasts at a glance

Währungen, Fixed Income, Macro, Equities
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