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By: Björn Jesch
Our monthly market analysis and positioning
Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.
By: Michael Verhoeven, Maria Milina, Michael Lewis
Supporting transformation and sustainability ambition
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.
By: Christian Scherrmann
Next stop lower rates? Not so fast, hopefully!
By: David Bianco
Equity wealth and inflation: What would Milton Friedman say?
Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
By: Björn Jesch, Thomas Schuessler, Steve Kurz, Chris Rhine
An interview with four senior leaders from DWS and Galaxy.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
2024 Outlook: Long live this faint cycle or bumps toward a new one?