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In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.
By: Darwei Kung
No recovery yet
Government bonds are no longer suitable for risk diversification in securities portfolios.
As a future energy source, hydrogen has caught stock brokers‘ imagination. As individual stocks in this sector are highly volatile, investors should aim for a broad mix. Funds can be a good solution.
By: Johannes Müller
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
Megatrends such as digitisation demand sustainable new infrastructure that will shape the future. The investment this requires offers many opportunities to investors.
By: Wan Huang, Michael Lewis
A transparent approach is required particularly when it comes to measuring ESG AuM, assessing proxy voting track record and understanding ESG datasets.
June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.
Optimism overdone
By: Francesco Curto, Murray Birt, Michael Lewis, Sarvesh Agrawal
Climate risk and corporate capex
By: Martin Moryson
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.
By: Peter Warken
A new, state-of-the-art portfolio construction methodology
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.
By: Jessica Elengical, Gregory Herriman
How the priniciples of sustainable real estate can improve outcomes during the crisis and beyond.
