CIO View

DWS’s market evaluation

Latest Articles

Apr 22, 2019

Americas CIO View

Summer with EM Asia and U.S. Banks & Communications

Apr 18, 2019

Will German consumers come to the rescue?

Chart of the week

Apr 17, 2019

German economy: Consumption has to fix it

German industry is wobbling. The German consumer and China may prop it up.

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CIO View Quarterly

Mar 15, 2019

Defensive as well as offensive

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

Mar 15, 2019

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

Mar 15, 2019

Just a soft patch?

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

Mar 15, 2019

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

Close to fairly valued

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

Mar 15, 2019

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

Apr 22, 2019

Americas CIO View

Summer with EM Asia and U.S. Banks & Communications

Apr 12, 2019

Vive la différence

Chart of the week

Apr 05, 2019

Americas CIO View

U.S. Federal Debt: Not a problem, if politicians respect limits

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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 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

Dec 18, 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

Oct 12, 2018 ESG

A changing climate

What to make of the growing frequency and intensity of extreme weather events

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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