European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

European high yield – enough meat on the bones

Emerged as relative winners in the fixed-income segment – and we believe they can still deliver

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

European bank bonds show surprising anxiety

Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.

Europe’s relative strength

Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.

Europe’s inflation divergence

Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.

Europe’s banks and U.S. real estate

Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.

Europe's small stocks deserve a bigger role in our view

For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Emerging-markets equities – time to revisit

Remain relatively cheap, investors stay cautious – wrongly so, as we believe

Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

ECB balance sheet falls but no one may notice

Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.

DWS’s 2025 forecasts

Dividend stocks – all-rounder in tricky times

By: Björn Jesch

The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.