CIO View

DWS’s market evaluation

Latest Articles

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

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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.

Asset Classes

Oct 04, 2019 Europe

Vive la divergence!

Chart of the week

Oct 02, 2019 Equities

Americas CIO View

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

Oct 02, 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

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How we see the markets

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

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Our forecasts

All forecasts at a glance

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Videos

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Aug 13, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Jul 17, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

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 14, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

May 16, 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Our Experts

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

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CIO View

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