Investment Traffic Lights

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Looking to 2030: shares and infrastructure are the favourites

The coronavirus crisis has further shifted the weighting of individual asset classes‘ return prospects for the next decade. Equities and alternative investments look particularly likely to offer private investors relatively good earnings opportunities.

Telecommunications - the 5G revolution offers return opportunities

The telecommunications industry is preparing for a new era - that of ultra-fast data exchange via 5G mobile networks. How can investors benefit from this megatrend?

How sustainable is current tech-stock dominance?

So far, the coronavirus crisis seems to have had little effect on large technology companies. But DWS fund manager Andre Köttner warns against excessive euphoria and explains why he believes good risk diversification is a better strategy in the long run.

CIO Commodity Commentary

By: Darwei Kung

Gold is keeping us excited

DWS Long View - Update

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

Over the past quarter it has become clear that with the ongoing crisis the impact on corporate fundamentals may be comparable to those witnessed in 2009.

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

CIO Commodity Commentary

By: Darwei Kung

No recovery yet

Covid-19 and the Internet of Things

By: Johannes Müller

Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.

How best to measure asset managers’ credentials when it comes to ESG

By: Wan Huang, Michael Lewis

A transparent approach is required particularly when it comes to measuring ESG AuM, assessing proxy voting track record and understanding ESG datasets.

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

Investing for a green or dirty planet

By: Francesco Curto, Murray Birt, Michael Lewis, Sarvesh Agrawal

Climate risk and corporate capex

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

Investment Traffic Lights

Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.