Archive

Results: 399 Matches

Jul 28, 2022 Multi Asset

The Global Market Portfolio

By: Peter Warken, Angelina Kostyrina

Setting a new standard for the post 60/40 regime

Multi Asset
Jul 21, 2022 CIO Special

From valuation risk to earnings risk

The danger of recession is more evident now in market valuations but not in earnings forecasts

Equities, Inflation, Global
Jul 18, 2022 CIO Special

Italian journeys

A lot has changed when it comes to the European government debt market since the Eurozone crises a decade ago – despite the latest political crisis in Italy.

Macro, Eurozone, Fixed Income
Jul 11, 2022 ESG

The corporate journey to carbon neutrality

By: Maria Milina, Michael Lewis, Andrew Lu

Deploying renewable energy to lower companies’ carbon footprint

ESG, Energy, Sustainability
Jul 06, 2022 Global

Investment Traffic Lights

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Global
Jun 27, 2022 ESG

Russia’s invasion of Ukraine: ESG & Sustainability implications

By: Francesco Curto, Michael Lewis, Murray Birt

ESG
Jun 03, 2022 Global

Investment Traffic Lights | Quarterly Edition

On a 12-month horizon, we are positive on most risk asset classes, even though we expect inflation to keep the markets busy this year.

Alternatives, Equities, Multi Asset, Fixed Income, Global
May 16, 2022 Macro

Long View Q1: The impact of country risks

By: Francesco Curto, Jason Chen

Within this report, we present the DWS long-term capital market assumptions as of the end of March 2022 for major asset classes.

Allocation, Macro
May 06, 2022 Global

Investment Traffic Lights

Despite a record weak start to the year, capital markets are likely to remain very nervous for the time being, pressured by inflation, interest rates, the Ukraine war, supply chains and China.

Alternatives, Equities, Fixed Income, Global, Macro
Apr 04, 2022 Global

Investment Traffic Lights

The first quarter was dramatic in many respects. In addition to the war, monetary tightening, inflation and eco-nomic concerns leave the markets with little room for maneuver.

Alternatives, Equities, Fixed Income, Global
Mar 17, 2022 Multi Asset

DWS Long View - 2022

By: Francesco Curto, Jason Chen, Dirk Schlüter

Allocation, Multi Asset, ESG
Mar 16, 2022 Global

Investment Traffic Lights

Forecasts are more uncertain than ever in time of war. In our core scenario, we expect no recession in Europe and slight upside potential for equities.

Alternatives, Equities, Fixed Income, Global
Feb 17, 2022 ESG

Carbon markets: The why, what & where

By: Murray Birt, Michael Lewis, Jay Joshi

ESG
Feb 16, 2022 ESG

Carbon pricing and carbon allowances

By: Murray Birt, Robert Bush, Michael Lewis, Jay Joshi

ESG
Feb 16, 2022 ESG

ESG Special – Societal Inequality

By: Martin Moryson

Inequality – a global challenge

ESG
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