CIO View

DWS’s market evaluation

Latest Articles

Aug 13, 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Aug 16, 2019 Commodities

How central banks influence the gold price

Chart of the week

Aug 12, 2019

An Italian game changer?

The apparent collapse of the populist coalition government in Rome could have far-ranging repercussions for the Eurozone.

Read more

CIO View Quarterly

Jul 17, 2019

CIO View pdf

Get all CIO View articles in one pdf

Jun 27, 2019 Multi Asset

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

Jun 25, 2019 Politics

Europe's green wave

Green electoral gains at the European elections reflect broader changes in attitudes, especially towards climate change.

Asset Classes

Aug 08, 2019

Americas CIO View

Maximum pressure equals maximum risk

Jul 23, 2019

Americas CIO View

How to position for high profit-recession risk, but low recession risk?

Jul 03, 2019

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

Read more

How we see the markets

Investment Traffic Lights

July has been another good month for many, though by no means all risky assets. We remain cautious and see scope for short-term disappointments.

Read more

Our forecasts

All forecasts at a glance

Read Article

Videos

Most popular

Jun 25, 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

Jun 04, 2019

Investment Traffic Lights

Our monthly market analysis and positioning

Apr 26, 2019 Government bonds

The point of no returns

Chart of the week

Apr 11, 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

Apr 05, 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

Read more

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the South Africa version of the page despite being located in USA. You can change the country below.

Other country

Other country