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CIO View

DWS’s market evaluation

Latest Articles

07. Dez 2018 Chart of the week

Stocks and bonds at odds over the economy

Chart of the week
05. Dez 2018 Investment Traffic Lights

Investment Traffic Lights

Our tactical and strategic view
30. Nov 2018 Chart of the week

What's ahead for the U.S. economy?

Chart of the week
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CIO View Quarterly

12. Okt 2018 Letter to investors

What does fall have in store?

2018 better than expected so far. A good or bad signal for the cycle?
12. Okt 2018 Focus

Casualties of trade conflicts

How emerging markets became early victims of the simmering global trade war.
12. Okt 2018 ESG

A changing climate

What to make of the growing frequency and intensity of extreme weather events
29. Nov 2018 Macro

G20 summit: no big deal, we guess

Expect headlines and volatility, but no sustainable progress in trade talks
12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.
12. Okt 2018 Equities

Tech is king – everywhere?

As Silicon Valley's lead widens, not everyone is profiting.
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Asset Classes

12. Okt 2018 Equities

Tech is king – everywhere?

As Silicon Valley's lead widens, not everyone is profiting.
19. Jul 2018 Equities

Cautiously optimistic

For the time being we are focusing more on sectors than countries.
16. Apr 2018 macroeconomics

Hold your nerve

Based on our growth and interest-rate forecasts, we remain bullish on stocks.
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How we see the markets

Investment Traffic Lights

Our tactical and strategic view

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Our forecasts

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Videos

Video

CIO View 2018/Q4

An advanced stage of the economic cycle and very elevated market valuations. What´s coming next?

Video

ESG - Sustainable finance becomes part of DWS' CIO View

Having the most important and timely ESG topics on the regular agenda of the CIO Day is one of the biggest milestones in our ESG strategy.

Video

Equity outlook

Why the equity market has still some potential.

Video

Fixed Income outlook

What can be expected from the interest rates?

Video

Multi Asset outlook

Why the dollar has a strong impact in a multi asset portfolio.
Video

CIO View 2018/Q4

An advanced stage of the...
Video

ESG - Sustainable finance becomes part of DWS' CIO View

Having the most important...
Video

Equity outlook

Why the equity market has...
Video

Fixed Income outlook

What can be expected from...
Video

Multi Asset outlook

Why the dollar has a...

Most popular

12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.
19. Jul 2018 Fixed Income

Goodbye Goldilocks

Tail risks are increasing, but selective opportunities remain.
17. Apr 2018 macroeconomics

Managing volatility

The markets' increased volatility should be manageable.
27. Apr 2018 Currencies

Chart of the week

U.S. bond yields leave German yields further behind. Is the dollar following suit?

Chart of the Week

Why emerging markets may be less vulnerable than they used to be

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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