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Results: 396 Matches

Mar 12, 2024 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology

Mar 11, 2024 Fixed Income

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition

Fixed Income, Private Equity

Mar 08, 2024 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas

Mar 01, 2024 Energy

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Eurozone, Europe, Energy

Feb 23, 2024 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income

Feb 23, 2024 Americas

Americas CIO View

By: David Bianco

The end of macro?: Some companies are so big they are the macro

Americas

Feb 22, 2024 Macro

India – a poorly kept secret

By: Björn Jesch

India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.

Macro, Asia & Pacific, Emerging Markets

Feb 16, 2024 Elections

Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

Elections

Feb 15, 2024 DWS Research Institute

A Bit of Bitcoin Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.

Digitalization