CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Asia’s new trade bloc makes it even stronger

By: Elke Speidel-Walz

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

ESG in Strategic Asset Allocation (SAA): A practical implementation framework

By: Gunnar Friede, Guido Lombardi, Peter Warken, Jason Chen, Dirk Schlüter, Robert Bush, Francesco Curto

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.

Infrastructure - 10 facts that every investor should know

The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.

Water - investing in "blue gold"

H2O is now a global business. More and more companies are active in the water sector, which is awash with defensive characteristics and offers the chance of stable returns.

Investment Traffic Lights

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.

DWS Long View - Update

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

Within this report, we present the DWS long-term capital market assumptions as of the end of September 2020 for major asset classes.

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Sustainability: 17 goals that are changing the world

Five years ago, the United Nations adopted 17 sustainability goals. The decision was a milestone – and that applies to financial markets too.

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Demographics squeezing yields

Yields are hovering at zero percent– are the monetary policies of the central banks the sole cause? No, not necessarily. There are clear indications that demographic changes also play a role.

Investment Traffic Lights

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.