CIO View

DWS’s market evaluation

Latest Articles

Feb 20, 2019

U.S. economic outlook

Economic, monetary and financial market outlook

Feb 15, 2019 Chart of the week

Rather have the capital do the work?

Chart of the week

Feb 12, 2019 Americas CIO View

Americas CIO View

Five reasons why the S&P 500 P/E should be higher or lower than historical values

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CIO View Quarterly

Dec 18, 2018 Letter to Investors

A matter of perspective

Market correction paves the way for an economically sound but risky 2019

Dec 18, 2018 Focus Topic

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

Feb 20, 2019

U.S. economic outlook

Economic, monetary and financial market outlook

Dec 18, 2018 Fixed Income

A few opportunities left

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

Feb 12, 2019 Americas CIO View

Americas CIO View

Five reasons why the S&P 500 P/E should be higher or lower than historical values

Dec 18, 2018 Alternatives

Maritime opportunities

Container leasing is an undiscovered niche

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Asset Classes

Feb 12, 2019 Americas CIO View

Americas CIO View

Five reasons why the S&P 500 P/E should be higher or lower than historical values

Dec 18, 2018 Equity

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

Nov 23, 2018 Equities

U.S. equities – a tough choice, but a good one

After the correction we view U.S. equities positively again, despite many risks

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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

Dec 18, 2018 Equity

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

May 18, 2018 Equity

Chart of the week

Even U.S. corporations fear the impact of Donald Trump's trade politics

May 24, 2018 Italy

Italy's new coalition might not prove that scary

Italian political turmoil might prove less worrisome than many think.

May 03, 2018 Monetary policy

Rising interest rates

Will rates unrattle equity markets?

May 29, 2018 Equity

The Euro, Italy and how we reached our dollar call

Italy's political woes are dragging down markets while boosting our dollar call.

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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