CIO Commodity Commentary

By: Darwei Kung

Volatile times ahead

Responsible investing - The world tour

By: Michael Lewis

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Japan: tax hike unlikely to harm economy

By: Johannes Müller

After a long struggle, Japan is raising its consumption tax on October 1. Although this will weigh on the economy, we do not believe that it should cause a drastic slump as in 2014.

Investment Traffic Lights

In August, the bond market was bursting with records. The low-interest environment is likely to stay with us for some time. The joy of equity investors is not unspoiled, fears of recession are spreading.

German Corporates & Sustainability

By: Michael Lewis, Murray Birt

German corporates are faced with significant risks and opportunities when it comes to sustainability and specifically climate change.

Investment Traffic Lights

June was dominated by surprisingly dovish central banks, which lifted some equity markets to new highs and pushed some bond yields to new lows. But the joy is not untroubled.

Have your private equity cake and eat it

By: Mark McDonald

Up until now, investors in private equity had to choose between the superior alpha of direct buy-outs or a secondary market that offered more liquidity and less risk.

Dividends – bread and butter income from equities

Equity investors benefit from price gains and dividends. But prices can, of course, go down as well as up. Dividends offer steadier participation in entrepreneurial success.

Returns under pressure - ways out for investors

Declining returns and rising risks – that`s what DWS Research Institute experts expect over the next ten years. How investors can adjust.

Let others do it for you

If you want to invest money sustainably, you have to scrutinize every security - all of which requires time, effort and expertise. Actively managed ESG funds can be a practical solution for private investors.

Stock-market impetus from the Fed

The possibility of a Federal Reserve U-turn on monetary policy helped the US stock market post a strong start to the year.

Sustainable investments in the black

Some investors are still concerned that sustainability slows companies down, but their fears may be unfounded: many sustainable companies are extremely successful precisely because of their responsible approach to business.