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By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.
By: Björn Jesch
Our monthly market analysis and positioning
By: David Bianco
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
Amidst rising tensions in the Middle East, gold seems to be living up to its reputation as a safe haven. Ironically, softer inflation data might also prove supportive
By: Robert Bush, Jason Chen, Maria Milina
“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj
In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings
By: Richard Marshall
DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
Chaos on Capitol Hill is likely to have surprisingly benign consequences for the dollar.
What interest rate will bring fiscal discipline to Washington?
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
Lessons from past episodes
