Americas CIO View

Altitude Sickness: Breathe, go slowly, stick to the big markers   

India will grow but needs to change the mix

Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.

DWS Long View Q4 - 2024

By: Jason Chen, Dirk Schlüter

German election 2025: Not quite a sweeping mandate

Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.

High hopes – Germany’s 2025 federal elections

Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.

Is Spain becoming a model country?

The bond market bathes in the positive sentiment

Germany’s election: what should we expect?

By: Vincenzo Vedda

Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?

Leading indicators of Europe’s direction

Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.

The shine is back on gold

By: Vincenzo Vedda

To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable

Our forecasts

All forecasts at a glance

Time for Multi Asset

By: Vincenzo Vedda, Peter Warken, Henning Potstada

After years of minimal interest rates, investors have been piling into money-market funds since 2022 to take advantage of higher rates. Now is the time to rebalance and diversify.

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

EU Commission to support European carmakers

Industry desperately hopes for support from Brussels

APAC CIO View

Evolving Data Center Landscape in Asia-Pacific

U.K. Gilts in PAIN

Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling