A Korean sneak preview

Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.

Decoding Carbon in Real Estate: Strategic implications of taking a whole lifecycle approach

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

Transforming European Energy: Alternative Fuels

By: Richard Marshall

DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.

Reasons to look at Japanese stocks

Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

A House without a Speaker

Chaos on Capitol Hill is likely to have surprisingly benign consequences for the dollar.

Americas CIO View

By: David Bianco

What interest rate will bring fiscal discipline to Washington?

Equities are even more expensive than bonds

Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.

Fixed income strategies in times of an inverted yield curve

By: Björn Jesch

Lessons from past episodes

The Global Market Portfolio

By: Peter Warken, Angelina Kostyrina, Timo Schanz, Jason Chen

The 2023 Update

Learning the hard way

By: Björn Jesch

Debates about a “soft landing” versus a U.S. recession rather miss some of the harder questions investors should really be concerned about.

Are inflation expectations getting out of hand?

German inflation expectations now exceed those seen in the U.S. We explain why this seemingly alarming finding is fairly meaningless for European monetary policies.

Americas CIO View

By: David Bianco

Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold

Decarbonizing Corporate America

Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.

Time to bond with bonds

By: Björn Jesch

Yields not seen in 15 years, central banks almost done with hiking and tepid growth expected ahead – a lot speaks for bonds these days. And if you fear inflation, equities might be worth a look.