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CIO View quarterly

Casualties of conflict

12. Okt 2018 Letter to investors

What does fall have in store?

2018 better than expected so far. A good or bad signal for the cycle?
12. Okt 2018 Focus

Casualties of trade conflicts

How emerging markets became early victims of the simmering global trade war.
12. Okt 2018 ESG

A changing climate

What to make of the growing frequency and intensity of extreme weather events
29. Nov 2018 Macro

G20 summit: no big deal, we guess

Expect headlines and volatility, but no sustainable progress in trade talks
12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.
12. Okt 2018 Equities

Tech is king – everywhere?

As Silicon Valley's lead widens, not everyone is profiting.
12. Okt 2018 Alternatives

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.
12. Okt 2018 Multi Asset

Harmony – with off notes

Economy and markets continue their upswing, but the risks are getting bigger.
12. Okt 2018 Performance

Performance

All performance at a glance

Our forecasts

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Videos

Video

CIO View 2018/Q4

An advanced stage of the economic cycle and very elevated market valuations. What´s coming next?

Video

ESG - Sustainable finance becomes part of DWS' CIO View

Having the most important and timely ESG topics on the regular agenda of the CIO Day is one of the biggest milestones in our ESG strategy.

Video

Equity outlook

Why the equity market has still some potential.

Video

Fixed Income outlook

What can be expected from the interest rates?

Video

Multi Asset outlook

Why the dollar has a strong impact in a multi asset portfolio.
Video

CIO View 2018/Q4

An advanced stage of the...
Video

ESG - Sustainable finance becomes part of DWS' CIO View

Having the most important...
Video

Equity outlook

Why the equity market has...
Video

Fixed Income outlook

What can be expected from...
Video

Multi Asset outlook

Why the dollar has a...

All CIO Articles

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