Archive

Results: 394 Matches

Oct 08, 2019 Monetary policy

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government Bonds, Monetary policy, Americas, Fixed Income
Oct 02, 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

Fixed Income, Currencies, Equities, Multi Asset, Precious metals, Raw materials
Sep 26, 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Alternatives, Commodities
Sep 24, 2019 Macro

Japan: tax hike unlikely to harm economy

By: Johannes Müller

After a long struggle, Japan is raising its consumption tax on October 1. Although this will weigh on the economy, we do not believe that it should cause a drastic slump as in 2014.

Politics, Asia & Pacific, Macro
Sep 04, 2019 Macro

Investment Traffic Lights

In August, the bond market was bursting with records. The low-interest environment is likely to stay with us for some time. The joy of equity investors is not unspoiled, fears of recession are spreading.

Fixed Income, Currencies, Equities, Multi Asset, Precious metals, Raw materials
Jul 24, 2019 ESG

German Corporates & Sustainability

By: Michael Lewis, Murray Birt

German corporates are faced with significant risks and opportunities when it comes to sustainability and specifically climate change.

ESG
Jul 02, 2019 Investment Traffic Lights

Investment Traffic Lights

June was dominated by surprisingly dovish central banks, which lifted some equity markets to new highs and pushed some bond yields to new lows. But the joy is not untroubled.

Equities, Central banks, Emerging Markets, Macro, Allocation
Apr 29, 2019 Private Equity

Have your private equity cake and eat it

By: Mark McDonald

Up until now, investors in private equity had to choose between the superior alpha of direct buy-outs or a secondary market that offered more liquidity and less risk.

Private Equity
Apr 15, 2019 Equities

Dividends – bread and butter income from equities

Equity investors benefit from price gains and dividends. But prices can, of course, go down as well as up. Dividends offer steadier participation in entrepreneurial success.

Apr 11, 2019 Multi Asset

Returns under pressure - ways out for investors

Declining returns and rising risks – that`s what DWS Research Institute experts expect over the next ten years. How investors can adjust.

Mar 20, 2019 Equities

Let others do it for you

If you want to invest money sustainably, you have to scrutinize every security - all of which requires time, effort and expertise. Actively managed ESG funds can be a practical solution for private investors.

Mar 20, 2019 Equities

Stock-market impetus from the Fed

The possibility of a Federal Reserve U-turn on monetary policy helped the US stock market post a strong start to the year.

Mar 13, 2019 Equities

Sustainable investments in the black

Some investors are still concerned that sustainability slows companies down, but their fears may be unfounded: many sustainable companies are extremely successful precisely because of their responsible approach to business.

Mar 06, 2019 Equities

Sustainable investment funds: clear conscience and returns

Increasing numbers of investors are backing ESG funds which select investments according to ethical and ecological criteria.

Feb 28, 2019 Bonds

ECB gripped by fresh fears

An insipid growth and inflation outlook will thwart an interest--rate turnaround this year.

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