Archive

Results: 340 Matches

Oct 25, 2023 DWS Research Institute

Thematic Investing: Skating to the Economic Puck

By: Robert Bush, Jason Chen, Maria Milina

“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach

Thematics
Oct 18, 2023 Real Estate

Decoding Carbon in Real Estate: Strategic implications of taking a whole lifecycle approach

By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj

In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings

Real Estate
Oct 18, 2023 Infrastructure

Transforming European Energy: Alternative Fuels

By: Richard Marshall

DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.

Infrastructure, Energy
Sep 27, 2023 Macro

Learning the hard way

By: Björn Jesch

Debates about a “soft landing” versus a U.S. recession rather miss some of the harder questions investors should really be concerned about.

Americas, Macro
Sep 06, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Aug 17, 2023 Multi Asset

Long View Q2: Inverted yield curves

By: Jason Chen, Dirk Schlüter

Fixed income returns in inverted yield curve environments

Multi Asset
Aug 04, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jul 28, 2023 ESG

ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

ESG
Jul 21, 2023 Letter to Investors

No pressure, no diamonds: Letter to our investors

By: Paul Kelly

Global Head of Alternatives | Paul Kelly

Alternatives, Real Estate, Infrastructure
Jul 14, 2023 Macro

After the pandemic savings glut

Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.

Consumer
Jul 11, 2023 Inflation

Inflation: here to stay?

By: Björn Jesch, Martin Moryson

The Long-Term Inflation Prospects

Inflation, Macro, Global
Jul 06, 2023 Artificial Intelligence

Artificial Intelligence

By: Jason Chen, Maria Milina

Opportunities for investors

Technology, Autonomes Fahren, Big Data, Information Technology
Jul 04, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jun 30, 2023 Macro

From survival to revival

To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.

Macro, Eurozone
Jun 26, 2023 Artificial Intelligence

Investing in the era of AI

By: Björn Jesch

Artificial intelligence is likely to prove one of the most consequential developments to emerge during our professional lives as asset managers.

Artificial Intelligence
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