Financial implications of addressing water externalities in the apparel and meat industries

Research partnership with Ceres and Bluerisk

Markets are barely reacting to the sharp change in the German Federal election odds. Rightly so?

By: Martin Moryson

What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

China and the U.S. move apart

By: Elke Speidel-Walz

A more complex relationship with a global impact

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

DWS Long View | The impact of rates on returns

By: Francesco Curto, Jason Chen

The impact of rising rates and inflation on equities

By: Francesco Curto, Colin McKenzie

Higher rates driven by higher growth expectations should be broadly positive for equity markets (especially at the cyclical end).

CIO Commodity Commentary

By: Darwei Kung

An OPEC+ agreement – finally

Exploring the financial materiality of social factors

In this paper, we examine the social factors that pertain to companies and why this is attracting increasing attention among institutional investors.

Liquid alternatives in multi-asset portfolios: Smoke and mirrors or a true paradigm shift?

By: Peter Warken, Marc Möhrle

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Why ESG reporting requires scientific verification

By: Francesco Curto

A credible set of sustainability reporting standards need to be science-based, incorporate double materiality, and go beyond simply climate-related financial risks to broader sustainability issues such as inequality, human rights, water risk and biodiversity loss.

DWS Long View | Inflation

By: Francesco Curto, Jason Chen, Martin Moryson, Dirk Schlüter

Within this report, we present the DWS long-term capital market assumptions as of the end of March 2021 for major asset classes.

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

Making Sense of a Chaotic ESG Reporting Landscape

By: Francesco Curto

Traditional approach to corporate reporting and the drive towards sheer profit maximisation has led to environmental damage, human rights abuses and greater inequalities