Asset Class Perspectives

We seek to be the best at creating timely strategies structured to clients' specific goals and risk profiles.

CIO Asset Class Outlook

17-Sep-24 Macro

U.S Economic Outlook

Time has come to engineer that soft landing.
19-Nov-24 Americas

Americas CIO View

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

Asset Outlook

Election Disruption

Will the Republican sweep help or hinder the nascent real estate recovery?  

Real Estate Debt Opportunity

We believe attractive yields and spreads, reduced cyclical risks, and an expanding opportunity set may be reasons to consider real estate debt from a tactical perspective.  

What Fed Cuts Mean for the Muni Market

October 2024

The Strike is Over but the Drama at the Ports may Continue….

East and Gulf Coast Port Labor Dispute and its Implications

Despite the Fed’s rate cutting, renting over buying remains the more realistic option

Though mortgage rates have fallen in anticipation of the Fed’s rate-cutting cycle, low housing affordability persists lifting renter demand and investment performance.

Global Opportunities in Rental Housing

Housing shortages, among other factors, continue to drive investment opportunities across developed markets globally.

Industrial market fundamentals have rebalanced with limited pain to landlords

A soft-landing economic cycle has enabled industrial market conditions to stabilize into what appears to be a modest recovery phase.

Self-Storage: After Pause, Opportunities Begin to Emerge

Going forward, we expect a recovery in self-storage fundamentals over the medium term due to a combination of demand and supply related factors.

Appraisal Values Finding a Bottom

Following a valuation reset, elevated cap rates may reward investors with stronger income returns and buoy rental growth by squeezing the supply pipeline.

Embracing the New Normal in the U.S. Office Sector

The office sector is going through a period of change intensified by COVID-19 lockdowns.

U.S. Real Estate: Risk or Opportunity?

Doomsday headlines may persist, but do not be fooled: The outlook for real estate is getting brighter.

Artificial Intelligence – The Journey Begins

The first quarter of 2023 will likely go down in history as the time when the world became aware that the “cognitive” abilities of information machines hit a tipping point.

U.S. Real Estate: Now could be the time

It’s no secret that real estate has had its challenges. But we’re seeing more and more signs of recovery. DWS Head of Real Estate Research Americas, Kevin White explains.

CIO View