Investment Traffic Lights

Our monthly market analysis and positioning

Russia’s invasion of Ukraine: ESG & Sustainability implications

By: Francesco Curto, Michael Lewis, Murray Birt

Investment Traffic Lights | Quarterly Edition

On a 12-month horizon, we are positive on most risk asset classes, even though we expect inflation to keep the markets busy this year.

Long View Q1: The impact of country risks

By: Francesco Curto, Jason Chen

Within this report, we present the DWS long-term capital market assumptions as of the end of March 2022 for major asset classes.

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Despite a record weak start to the year, capital markets are likely to remain very nervous for the time being, pressured by inflation, interest rates, the Ukraine war, supply chains and China.

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The first quarter was dramatic in many respects. In addition to the war, monetary tightening, inflation and eco-nomic concerns leave the markets with little room for maneuver.

DWS Long View - 2022

By: Francesco Curto, Jason Chen, Dirk Schlüter

Investment Traffic Lights

Forecasts are more uncertain than ever in time of war. In our core scenario, we expect no recession in Europe and slight upside potential for equities.

Carbon markets: The why, what & where

By: Murray Birt, Michael Lewis, Jay Joshi

Carbon pricing and carbon allowances

By: Murray Birt, Robert Bush, Michael Lewis, Jay Joshi

ESG Special – Societal Inequality

By: Martin Moryson

Inequality – a global challenge

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

Research partnership with Ceres and Bluerisk

Investment Traffic Lights | Quarterly Edition

Omicron and inflation have hit markets. But they probably won’t change the economic outlook much. We con-tinue to believe a good year for the markets lies ahead.

2022 – strong enough for monetary detox?

The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.

Our forecasts

All forecasts at a glance