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Articles

Results: 247 Matches

22-Nov-24 Chart of the week

DWS’s 2025 forecasts

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
22-Nov-24 Letter to Investors

2025: continuation amid disruptions

By: Vincenzo Vedda

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
21-Nov-24 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
19-Nov-24 Americas

Americas CIO View

Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts

Elections
18-Nov-24 CIO Flash

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Elections, Politics
17-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead | November 17, 2024

By: Francis (Frank) J. Kelly

President-elect Trump continues to name his Cabinet, the G20 meets in Brazil, the IAEA Board of Governors meet to discuss Iran’s nuclear program, and the 1000-day anniversary of Russia’s invasion of Ukraine.

Politics
15-Nov-24 Chart of the week

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.

Americas
12-Nov-24 10 Themes

10 Themes - #8: De-dollarization - vision or reality?

The eighth topic in the series analyzes efforts to break the dollar's global dominance.

Currencies
12-Nov-24 Americas

Americas CIO View

Trump returns: Priorities are growth and winning

Elections
10-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead | November 10, 2024

By: Francis (Frank) J. Kelly

Preparing for the 2nd Trump Presidency, Peru hosts the APEC Summit and Brazil hosts the G20 Leaders while a muted COP29 begins, and markets wait for a slew of major economic reports.

Politics
07-Nov-24 CIO Flash

Markets won’t regret change of German government

Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.

Elections, Politics
06-Nov-24 CIO Flash

Trump 2.0

Trump trade of recent weeks looks set to continue

Elections
05-Nov-24 Equities

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Alternatives, Equities, Fixed Income
03-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead | November 3, 2024

By: Francis (Frank) J. Kelly

The elections are finally here, and Washington is bracing for what the elections could bring. Frank Kelly discusses what to watch.

Politics
01-Nov-24 Asia & Pacific

APAC CIO View

Supply Chain Diversification: Future Opportunities in ASEAN Market

Asia & Pacific
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