The corporate green bond renaissance

By: Michael Lewis, Jay Joshi

Financing climate transition plans

How asset managers can support female investment trends

By: Maria Milina, Michael Lewis

From the margins to the mainstream.

Long View Q2: Equity concentration risk & long-term estimates for Value, Growth and Small Cap

By: Jason Chen, Dirk Schlüter, Bhavesh Warlyani

Investing in semiconductors

By: Jason Chen, Maria Milina, Robert Bush

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

Artificial Intelligence- Investing in AI innovation leaders

By: Maria Milina, Jason Chen

Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.

Is Mr. Market Apolitical? Not quite

By: Maria Milina, Robert Bush, Jason Chen, Johannes Müller

Europe’s transformational scorecard

By: Michael Lewis, Murray Birt, Maria Milina

Tracking European sovereigns in their transformational journeys

Long View Q1: Equity and bond risk premia

By: Jason Chen, Dirk Schlüter

The narrowing gap between equity and bond risk premia

Why companies are waking up to nature’s value

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger, Annekathrin Mueller-Lohmann

Whitepaper #2: How nature affects the bottom line

Yes, Virginia, there are Active ETFs…

By: Robert Bush

So, is it fair to say that ETFs are typically thought of as passive for good reason?

Convexity and prepayment risk

By: Jason Chen, James Kole

How the price and yield relationship is impacted for issuer callable bonds

Global Natural Resources

By: Jason Chen, Maria Milina, Robert Bush

Dividends and Inflation – Let’s Get Real...

By: Robert Bush, Jay Joshi, Alicia Ansorg

In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years

DWS Long View - 2024

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

A Bit of Bitcoin: Considerations for an Allocation

By: Robert Bush, Angelina Kostyrina, Steve Kurz, David Knowlton, CFA

​A short examination of how investors should think about Bitcoin. Which investment and asset class framework to use for thinking about them, and whether they deserve a place in a diversified portfolio.

U.S. High Yield for Insurance Companies

By: Jason Chen

Evaluating the high yield landscape for insurance investors

High Yield Bonds for Allocators

By: Jason Chen

Evaluating the use of high yield within an investment portfolio

The DWS Macro Metric Part II – Investment Grade

By: Johannes Müller, Robert Bush

Finance and psychology go hand in hand.

Flipping the Crypto Script

By: Björn Jesch, Thomas Schuessler, Steve Kurz, Chris Rhine

An interview with four senior leaders from DWS and Galaxy.

Nature-focused regulations start to get serious

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger

Whitepaper #1: Catching-up to climate

Long View Q3: Japanese reflation

By: Jason Chen, Katrin Loehken, Dirk Schlüter

Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.

Mr. Market Goes to Washington

By: Maria Milina, Robert Bush, Jason Chen

Once considered separate domains, economic and national security have seen growing convergence in recent years.

Thematic Investing: Skating to the Economic Puck

By: Robert Bush, Jason Chen, Maria Milina

“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach

Decoding Carbon in Real Estate: Strategic implications of taking a whole lifecycle approach

By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj

In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings

Transforming European Energy: Alternative Fuels

By: Richard Marshall

DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.

ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

Artificial Intelligence

By: Jason Chen, Maria Milina

Opportunities for investors

Dialing up climate finance in emerging markets

By: Michael Lewis

From the billions to trillions

The Role of REITs in Real Estate Allocations

By: Geoffrey Shaver, CFA, Annie Del Giudice, Jason Chen, Grace Qiu Tiantian, Ph.D., Harry Huang Peng, CAIA, FRM

DWS Long View - 2023

By: Jason Chen, Francesco Curto, Dirk Schlüter

In this edition of the Long View, we examine the risks around monetary policy tightening measures.

Transforming transportation

By: Michael Lewis, Maria Milina, Richard Marshall

Policies to electrify European roads

A Framework for European Transformation

By: Francesco Curto, Johannes Müller, Murray Birt, Peter Doralt

ESG Special – Inequality

By: Martin Moryson

Inequality – An Investors’ Perspective.

Long View Q3: The discount rate

By: Francesco Curto, Jason Chen

The importance of interest rates and inflation on equity fair value