DWS Long View - Update

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

Within this report, we present the DWS long-term capital market assumptions as of the end of September 2020 for major asset classes.

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Sustainability: 17 goals that are changing the world

Five years ago, the United Nations adopted 17 sustainability goals. The decision was a milestone – and that applies to financial markets too.

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Demographics squeezing yields

Yields are hovering at zero percent– are the monetary policies of the central banks the sole cause? No, not necessarily. There are clear indications that demographic changes also play a role.

Investment Traffic Lights

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Investing in health: it’s not all about Covid

Demographic changes should further increase demand for healthcare services in the coming years. This opens up return opportunities for investors.

CIO Commodity Commentary

By: Darwei Kung

Oil will likely grind higher

EU bonds: the opportunities they offer investors

As an institution, the European Union is borrowing on a large scale for the first time for its reconstruction fund. This creates opportunities for security-conscious investors.

U.S. elections 2020: Everything will be obvious, once you know the answers

By: Johannes Müller, Peter Doralt

The upcoming U.S. elections could be remembered as the most important since 1980.

Stakeholders and shareholders

By: Gunnar Friede, Murray Birt, Michael Lewis

Why Milton Friedman got it wrong

Everything you need to know about currency risk

How dangerous is currency risk for investors? When is it worth hedging and when not?

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.