original ideas | made clear
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
By: Michael Verhoeven, Maria Milina
Many similarities and a few nuances
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Annekathrin Mueller-Lohmann
Whitepaper #3: Standards, frameworks and tools relating to nature
By: Maria Milina, Michael Lewis
From the margins to the mainstream
Comparing the impact on traditional and ESG equity indices
By: Michael Lewis, Jay Joshi
Financing climate transition plans
By: Jason Chen, Dirk Schlüter, Bhavesh Warlyani
By: Jason Chen
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Maria Milina, Robert Bush, Jason Chen, Johannes Müller
By: Jason Chen, Dirk Schlüter
The narrowing gap between equity and bond risk premia
By: Matthias Schuckardt, Marco Kleweken, Artur Stoll, Jason Chen
A simplified approach applied to a sample balance sheet of an average European Life-Insurer
By: Robert Bush
So, is it fair to say that ETFs are typically thought of as passive for good reason?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger, Annekathrin Mueller-Lohmann
Whitepaper #2: How nature affects the bottom line
By: Siena Golan, Murray Birt
European developments create cross-asset class investment opportunities
By: Robert Bush, Jay Joshi, Alicia Ansorg
In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years
By: Michael Lewis, Murray Birt, Maria Milina
Tracking European sovereigns in their transformational journeys
Evaluating the use of high yield within an investment portfolio
By: Michael Verhoeven, Maria Milina, Michael Lewis
Supporting transformation and sustainability ambition
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger
Whitepaper #1: Catching-up to climate
By: Jason Chen, Katrin Loehken, Dirk Schlüter
Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
By: Robert Bush, Jason Chen, Maria Milina
“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach
By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj
In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings
By: Richard Marshall
DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.
Fixed income returns in inverted yield curve environments
By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen
By: Jason Chen, Maria Milina
Opportunities for investors
Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.
By: Johannes Müller, Michael Lewis, Murray Birt, Maria Milina
To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.
Transmission of monetary tightening into financial conditions and demand destruction
By: Maria Milina, Murray Birt, Michael Lewis
A financing solution for SMEs to participate in the transition
By: Geoffrey Shaver, CFA, Annie Del Giudice, Jason Chen, Grace Qiu Tiantian, Ph.D., Harry Huang Peng, CAIA, FRM
By: Murray Birt, Johannes Heickmann
By: Jason Chen, Francesco Curto, Dirk Schlüter
In this edition of the Long View, we examine the risks around monetary policy tightening measures.
By: Michael Lewis, Maria Milina, Richard Marshall
Policies to electrify European roads
By: Michael Lewis
Recap of the World Climate Summit 2022
By: Martin Moryson
Inequality – An Investors’ Perspective.
By: Francesco Curto, Jason Chen
The importance of interest rates and inflation on equity fair value
Exploring the climate-biodiversity-land-water-oceans-just transition nexus
By: Dr. Sebastian Kring, Jan Keesen
One of the key challenges that investors face is determining financial strategies that are optimal for multi-period investment objectives.
The predictive power of commodity analysts and forward curves
Implications on the global macroeconomy and financial markets.
By: Peter Warken, Angelina Kostyrina
Setting a new standard for the post 60/40 regime
By: Maria Milina, Michael Lewis, Andrew Lu
Deploying renewable energy to lower companies’ carbon footprint
By: Francesco Curto, Michael Lewis, Murray Birt
Within this report, we present the DWS long-term capital market assumptions as of the end of March 2022 for major asset classes.
By: Francesco Curto, Jason Chen, Dirk Schlüter
By: Murray Birt, Michael Lewis, Jay Joshi
By: Murray Birt, Robert Bush, Michael Lewis, Jay Joshi
Inequality – a global challenge