CIO Commodity Commentary

By: Darwei Kung

Gold is keeping us excited

DWS Long View - Update

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

CIO Commodity Commentary

By: Darwei Kung

No recovery yet

Covid-19 and the Internet of Things

Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

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.

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

Corona and TALF 2.0 – new opportunities ahead

By: Thomas Sweeney

The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.

History Lesson II – Estimating the dilution from a COVID-19 recession for equity investors

By: Francesco Curto, Sarvesh Agrawal

Equities have displayed remarkable resilience so far in this crisis. The first quarter fall in equity prices was steep with the S&P 500 down 20%, a record for the first quarter. But, considering the magnitude of the crisis, some have argued that equities should have fallen by more.

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

How European insurance regulators are responding to climate risk

By: Murray Birt, Marlon Rockenfeller, Thomas Gillmann

Efforts to measure, stress test and manage climate risks among insurers are accelerating

An early roadmap to U.S. politics in 2020 and beyond

By: Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

CIO Commodity Commentary

By: Darwei Kung

Finally a phase-one deal – and now?