10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Asia’s Critical Role in the Semiconductor Value Chain

10 Themes - #2: Inverted yield curves finally end. What now?

Who stands to benefit from the yield-curve steepening in Treasuries and Bunds?

The corporate green bond renaissance

By: Michael Lewis, Jay Joshi

Financing climate transition plans

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

10 themes for the year ahead

By: Björn Jesch

Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.

Goodbye inflation, hello unemployment

With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation

Portfolio Net Zero Implementation and Return: Not Always a Trade-off

By: Crystal Cheng, Tommy Law

Investors could make tactical and strategic net zero investment decisions in conjunction with DWS’CIO View and Long-Term Capital Market Assumptions on a sector level.

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

Our forecasts

All forecasts at a glance

Still optimistic but with modest expectations

By: Björn Jesch

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Americas CIO View

By: David Bianco

Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.