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.

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.

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

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.

Time to get a GRIP

By: Peter Warken

A new, state-of-the-art portfolio construction methodology

Study: Prospects for equity investors not tarnished by Covid-19

In defiance of all gloomy news, the earnings prospects of equities should remain intact for long-term investors even in the world after Covid-19 – this is the gist of a study published by the DWS Research Institute.

Real estate and ESG in a post-COVID world

By: Jessica Elengical, Gregory Herriman

How the priniciples of sustainable real estate can improve outcomes during the crisis and beyond.

CIO Commodity Commentary

By: Darwei Kung

Post the oil-price inflection

Investment Traffic Lights

In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.