CIO View

DWS’s market evaluation

Latest Articles

Mar 19, 2019

Americas CIO View

S&P 500 pensions exit equities as funding status improves

Mar 15, 2019 Forecasts

Our forecasts

Mar 15, 2019 Focus Topic

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

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CIO View Quarterly

Mar 15, 2019 Letter to Investors

Defensive as well as offensive

There will be as many opportunities as risks in 2019. Not so bad, after all.

Mar 15, 2019 Focus Topic

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

Mar 15, 2019 Macro Outlook

Just a soft patch?

We are trimming our global growth forecasts again – but only very slightly.

Mar 15, 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

Mar 15, 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

Mar 15, 2019 Alternatives

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

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Asset Classes

Mar 15, 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

Mar 12, 2019

Americas CIO View

GAAP vs. Non-GAAP EPS and Net Margins: Interpret carefully

Feb 28, 2019

Americas CIO View

What to do with small caps and higher beta after this rally?

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How we see the markets

Investment Traffic Lights

Our tactical and strategic view

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Our forecasts

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Videos

Most popular

Mar 15, 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

Dec 18, 2018 Fixed Income

A few opportunities left

Despite moderate rate rises, it remains too early to count out fixed income.

Oct 12, 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.

Jul 19, 2018 Fixed Income

Goodbye Goldilocks

Tail risks are increasing, but selective opportunities remain.

Apr 27, 2018 Currencies

Chart of the week

U.S. bond yields leave German yields further behind. Is the dollar following suit?

Our Experts

Our Thought Leadership combines research, investment strategies and product solutions of our CIO office with independent expertise and our open-architecture-approach.

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CIO View

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