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Articles

Results: 396 Matches

Mar 12, 2024 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology
Mar 11, 2024 Fixed Income

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition

Fixed Income, Private Equity
Mar 08, 2024 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
Mar 01, 2024 Energy

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Eurozone, Europe, Energy
Feb 23, 2024 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income
Feb 23, 2024 Americas

Americas CIO View

By: David Bianco

The end of macro?: Some companies are so big they are the macro

Americas
Feb 22, 2024 Macro

India – a poorly kept secret

By: Björn Jesch

India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.

Macro, Asia & Pacific, Emerging Markets
Feb 16, 2024 Elections

Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

Elections
Feb 15, 2024 DWS Research Institute

A Bit of Bitcoin Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

​A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.

Digitalisierung
Feb 12, 2024 DWS Research Institute

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

Multi Asset, Fixed Income
Feb 09, 2024 Bonds

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

Americas, Bonds, Europe
Feb 07, 2024 DWS Research Institute

The DWS Macro Metric Part II – Investment Grade

By: Johannes Müller, Robert Bush

Finance and psychology go hand in hand.

Macro
Feb 02, 2024 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Feb 02, 2024 Americas

U.S. economic growth and fiscal balances

Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.

Americas
Feb 01, 2024 ESG

The road ahead for direct lending

By: Michael Verhoeven, Maria Milina, Michael Lewis

Supporting transformation and sustainability ambition

ESG, Thematics
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