Archive

Americas CIO View

By: David Bianco

S&P 500 forward P/E surges to well over 21, eclipsed only by the Tech bubble.

No sign of a credit crunch

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.

Time to get a GRIP

By: Peter Warken

A new, state-of-the-art portfolio construction methodology

Expensive stocks become more expensive as cheap ones stay cheap

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

Study: Prospects for equity investors not tarnished by Covid-19

In defiance of all gloomy news, the earnings prospects of equities should remain intact for long-term investors even in the world after Covid-19 – this is the gist of a study published by the DWS Research Institute.

Dividends in times of corona: sector is key

The shut-down of the economy is leaving its mark: more and more companies are cutting their dividends, sometimes to zero. What sectors have to bear the brunt and where investors can count on payouts even in times of corona: some insights by Thomas Schuessler, fund manager of DWS Top Dividende.

Taking Climate Stewardship to the Next Level

By: Nezhla Mehmed

Stewardship and active ownership have become central in the world of investments. Being a responsible investor, once a niche area, is becoming vital, a licence to operate. The global economic impact of Covid-19 demonstrates the interconnectedness of human and economic health, strengthening the case for action on climate change. It is time to accelerate efforts to bolster environmental and social resilience. But what are the main drivers that can raise investor stewardship to the next level?

A growing opportunity set

By: Audie Apple, Kumber Husain

Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.

Green, healthy buildings as economic stimulus

By: Murray Birt

EU policy recommendations on starting a paradigm shift

U.S. Economic Outlook

By: Christian Scherrmann

Layers of uncertainty

Losing streak

The damage from recent trade conflicts between the United States and China may prove hard to reverse, harming U.S. consumers and businesses alike.

Americas CIO View

By: David Bianco

Ready or not, normal here we come: But hard to find for many

Real estate and ESG in a post-COVID world

By: Jessica Elengical, Gregory Herriman

How the priniciples of sustainable real estate can improve outcomes during the crisis and beyond.

CIO Commodity Commentary

By: Darwei Kung

Post the oil-price inflection