Archive

Results: 398 Matches

Jan 20, 2021 ESG

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.

Sustainability
Jan 13, 2021 Multi Asset

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.

Equities, Multi Asset
Jan 07, 2021 Macro

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.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Dec 17, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Alternatives, Commodities, Global
Dec 16, 2020 Asia & Pacific

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.

Macro, Asia & Pacific, Global
Dec 15, 2020 ESG

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

ESG, Multi Asset
Dec 03, 2020 Macro

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.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Nov 30, 2020 ESG

A transformational framework for Water Risk

By: Francesco Curto, Michael Lewis, Murray Birt

An institutional framework on addressing water risk across asset classes

Sustainability, ESG
Nov 06, 2020 Macro

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.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Nov 04, 2020 Multi Asset

DWS Long View - Update

By: Francesco Curto, Sarvesh Agrawal, Jason Chen, Martin Moryson

Within this report, we present the DWS long-term capital market assumptions as of the end of September 2020 for major asset classes.

Multi Asset, Allocation, Fixed Income, Equities
Nov 04, 2020 Elections

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Elections, Macro, Equities, Fixed Income
Oct 20, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Alternatives, Commodities, Global
Oct 20, 2020 Elections

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Americas, Macro, Elections
Oct 02, 2020 Macro

Investment Traffic Lights

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Sep 22, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil will likely grind higher

Alternatives, Commodities, Global
Results 316-330 of 398
Results per Page

CIO View