How asset managers can support female investment trends

By: Maria Milina, Michael Lewis

From the margins to the mainstream

Stress testing equity markets with higher carbon prices

We use a USD150/t global carbon price to stress test the impact on traditional and ESG/climate equity indices, showing the potential advantages for insurance investors (in particular) to hedge their risks by switching into ESG/climate indices.

Stress testing equity markets with higher carbon prices

Comparing the impact on traditional and ESG equity indices

China’s rescue mission

Can the recent policy measures save China’s growth target?

10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Asia’s Critical Role in the Semiconductor Value Chain

10 Themes - #2: Inverted yield curves finally end. What now?

Who stands to benefit from the yield-curve steepening in Treasuries and Bunds?

The corporate green bond renaissance

By: Michael Lewis, Jay Joshi

Financing climate transition plans

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

10 themes for the year ahead

Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.

Goodbye inflation, hello unemployment

With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation

Portfolio Net Zero Implementation and Return: Not Always a Trade-off

By: Crystal Cheng, Tommy Law

Investors could make tactical and strategic net zero investment decisions in conjunction with DWS’CIO View and Long-Term Capital Market Assumptions on a sector level.

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.