Securing Europe’s security and growth with less energy waste

Europe's economies wasted billions of euros through the inefficient use of energy

Frank Kelly’s Geopolitical Week Ahead | March 9, 2025

U.S.-Russia talks over Ukraine begin in Saudi Arabia, G7 Finance Ministers Meeting in Canada, Germany debates and votes on a €500 billion infrastructure fund, and the U.S. Congress races to head a government shutdown.

Springtime for Germany’s DAX?

The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.

Europe: the wake-up call has been heard

More defence, more investment, more debt, more growth

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Frank Kelly’s Geopolitical Week Ahead | March 2, 2025

By: Francis (Frank) J. Kelly

It is not often you can write that the coming week is likely to be truly historic, a true crossroads of where the world will go. This appears to be one of those weeks.  

Americas CIO View

Altitude Sickness: Breathe, go slowly, stick to the big markers   

India will grow but needs to change the mix

Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.

DWS Long View Q4 - 2024

By: Jason Chen, Dirk Schlüter

German election 2025: Not quite a sweeping mandate

Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.

High hopes – Germany’s 2025 federal elections

Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.

Frank Kelly’s Geopolitical Week Ahead | February 16, 2025

By: Francis (Frank) J. Kelly

Big moves toward Ukrainian peace talks, the EU seeks to head off a trade war with the U.S., Germany holds what could be historic elections, the Israeli-Hezbollah cease-fire is set to expire, and markets look to the release FOMC minutes.

Is Spain becoming a model country?

The bond market bathes in the positive sentiment

Germany’s election: what should we expect?

By: Vincenzo Vedda

Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?

Frank Kelly Update: Tax and budget legislation | February 13, 2025

By: Francis (Frank) J. Kelly

Increased Republican infighting challenges timing and chances of tax and budget legislation getting done anytime soon.