CIO Archive

Results: 265 Matches

Apr 17, 2023 Equities

Emerging-markets equities – time to revisit

Remain relatively cheap, investors stay cautious – wrongly so, as we believe

Equities
Aug 02, 2024 Energy

Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

Jun 23, 2023 Bonds

ECB balance sheet falls but no one may notice

Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.

Bonds
Nov 22, 2024 Chart of the week

DWS’s 2025 forecasts

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
Jun 05, 2023 Dividend

Dividend stocks – all-rounder in tricky times

By: Björn Jesch

The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.

Dividend
Aug 07, 2024 Financial Services

Direct Lending shows vigorous growth

By: Björn Jesch, Dan Robinson

An attractive alternative to investments in the public capital market?

Americas, Elections, Macro
May 26, 2023 ESG

Dialing up climate finance to emerging markets

How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets

Europe
Jun 24, 2024 CIO Special

Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand

By: Björn Jesch

Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.

Europe, Fixed Income, Americas
Apr 17, 2023 Macro

Deglobalization – rather diversified globalization

Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not

Macro
Nov 15, 2024 Chart of the week

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.

Americas
Jan 25, 2024 Fixed Income

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

Americas
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
Jul 23, 2020 Macro

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.

Global, Macro, Technology
Feb 09, 2024 Bonds

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

Americas, Bonds, Europe
Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

Macro, Politics, Global
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