CIO View

DWS’s market evaluation

Latest Articles

22. März 2019

U.S. economic outlook

Economic, monetary and financial-market outlook

22. März 2019

European high yield ripe for a pause

Chart of the week

21. März 2019

The Fed sweetens as its view sours

The Fed surpassed already dovish expectations. Don’t get too excited about it.

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CIO View Quarterly

15. März 2019 Letter to Investors

Defensive as well as offensive

There will be as many opportunities as risks in 2019. Not so bad, after all.

15. März 2019 Focus Topic

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

15. März 2019 Macro Outlook

Just a soft patch?

We are trimming our global growth forecasts again – but only very slightly.

15. März 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

15. März 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

15. März 2019 Alternatives

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

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Asset Classes

15. März 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

12. März 2019

Americas CIO View

GAAP vs. Non-GAAP EPS and Net Margins: Interpret carefully

28. Februar 2019

Americas CIO View

What to do with small caps and higher beta after this rally?

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How we see the markets

Investment Traffic Lights

Our tactical and strategic view

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Our forecasts

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15. März 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

18. Dezember 2018 Fixed Income

A few opportunities left

Despite moderate rate rises, it remains too early to count out fixed income.

15. März 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

18. Dezember 2018 Equity

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

15. März 2019 Alternatives

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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