Archive

Results: 339 Matches

Jan 02, 2024 DWS Research Institute

Flipping the Crypto Script

By: Björn Jesch, Thomas Schuessler, Steve Kurz, Chris Rhine

An interview with four senior leaders from DWS and Galaxy.

Digitalization
Dec 15, 2023 Consumer

The German consumer to the rescue

Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.

Consumer
Dec 14, 2023 Americas

Americas CIO View

By: David Bianco

2024 Outlook: Long live this faint cycle or bumps toward a new one?

Americas
Dec 12, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Dec 12, 2023 ESG

Investing in carbon: a new asset class

By: Murray Birt, Jay Joshi

European carbon allowances - “A little goes a long way”

Commodities, Sustainability, Energy, Equities
Dec 11, 2023 Politics

Taxing finances, middling politics

By: Björn Jesch

Look beyond partisan finger pointing. When it comes to U.S. fiscal policy, policymakers are already starting to adjust to the swiftest rate hiking cycle in living memory.

Politics, Central banks, Americas
Dec 08, 2023 Digitalization

Cryptic messages

It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.

Digitalization
Dec 01, 2023 Europe

Europe's small stocks deserve a bigger role in our view

For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.

Europe, Equities
Dec 01, 2023 ESG

Nature-focused regulations start to get serious

By: Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger

Whitepaper #1: Catching-up to climate

ESG
Nov 29, 2023 Macro

10 themes for the year 2024

By: Björn Jesch

CIO View Special

Macro, Alternatives, Equities, Fixed Income, Allocation, ESG, Artificial Intelligence, Digitalization
Nov 29, 2023 Macro

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Macro
Nov 29, 2023 ESG

Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

Alternatives, Real Estate
Nov 29, 2023 Macro

Cryptocurrencies: the portfolio perspective

As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world

Macro
Nov 29, 2023 ESG

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

ESG
Nov 29, 2023 Artificial Intelligence

Investing in the age of Artificial Intelligence

How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.

Macro
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