Archive

Results: 384 Matches

Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

Macro, Politics, Global
Apr 02, 2020 Macro

Investment Traffic Lights

In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.

Global, Fixed Income, Equities, Multi Asset
Mar 05, 2020 Macro

Investment Traffic Lights

In February stocks and bonds dived from their record heights. The global spread of the coronavirus seems to be dictating the responses of central banks, economies and markets.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Feb 06, 2020 ESG

How European insurance regulators are responding to climate risk

By: Michael Lewis, Murray Birt, Marlon Rockenfeller, Thomas Gillmann

Efforts to measure, stress test and manage climate risks among insurers are accelerating

ESG, Europe
Feb 04, 2020 Macro

Investment Traffic Lights

After a turbulent start to the year, investors may be asking themselves whether to buy into the weakness or hedge their positions further? Or do both?

Global, Fixed Income, Equities, Alternatives
Jan 24, 2020 Elections

An early roadmap to U.S. politics in 2020 and beyond

By: Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

Americas, Elections, Politics, Macro
Jan 24, 2020 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Finally a phase-one deal – and now?

Alternatives, Commodities
Jan 22, 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

By: Elke Speidel-Walz

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

Americas, Asia Pacific, Macro
Jan 06, 2020 Macro

Investment Traffic Lights

There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Dec 03, 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Nov 27, 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

A united OPEC and trade headlines

Alternatives, Commodities, Global
Nov 12, 2019 Sustainability

Investing sustainably: “a win-win-win situation”

Paul Buchwitz, Fund Manager of DWS SDG Global Equities, explains how the environment, companies and investors alike benefit from sustainable investments.

Sustainability, ESG, Equities
Nov 07, 2019 Macro

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Europe, Politics, Macro
Nov 04, 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

Fixed Income, Equities, Alternatives, Global, Multi Asset
Oct 31, 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Volatile times ahead

Alternatives, Commodities
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