Forecasting ten year return and volatility for the CSI 300 index

By: Eric Legunn, CFA, Robert Bush, Jason Chen

A cautious and systematic assessment of potential returns over the next decade suggests that China A-Shares, may still offer similar return potential as U.S. Equities.

CIO Commodity Commentary

By: Darwei Kung

Less volatile markets ahead of Chinese New Year

Investment Traffic Lights

The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.

CIO Commodity Commentary

By: Darwei Kung

The bulls are back in town

DWS and WWF research highlights why we can no longer afford to neglect water risk

By: Alexis Morgan, Francesco Curto

DWS and WWF, the largest independent conservation organization in the world, have co-authored an article highlighting the importance of underpinning investments with a clearer approach to water risk and opportunities.

Multi-asset funds - the right mix for many market phases

With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Asia’s new trade bloc makes it even stronger

By: Elke Speidel-Walz

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

ESG in Strategic Asset Allocation (SAA): A practical implementation framework

By: Gunnar Friede, Guido Lombardi, Peter Warken, Jason Chen, Dirk Schlüter, Robert Bush, Francesco Curto

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.

Infrastructure - 10 facts that every investor should know

The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.

Water - investing in "blue gold"

H2O is now a global business. More and more companies are active in the water sector, which is awash with defensive characteristics and offers the chance of stable returns.

Investment Traffic Lights

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.