DWS Research Institute

The DWS Research Institute produces valuable insights in order to help our clients. It is powered by experts from across DWS as well as academia, industry and think tanks.

19-Nov-24 Europe

Europe’s investment appeal

By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos

The investment routes to speed up European Transformation

Europe, Alternatives, Infrastructure, Real Estate

11-Oct-24 ESG

The corporate green bond renaissance

By: Michael Lewis, Jay Joshi

Financing climate transition plans

ESG

07-Oct-24 Demographics

How asset managers can support female investment trends

By: Maria Milina, Michael Lewis

From the margins to the mainstream.

Demographics, ESG

30-Aug-24 Multi Asset

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

By: Jason Chen, Dirk Schlüter, Bhavesh Warlyani

Multi Asset

22-Aug-24 DWS Research Institute

Investing in semiconductors

By: Jason Chen, Maria Milina, Robert Bush

06-Aug-24 Europe

European High Yield for Allocators

By: Jason Chen

Evaluating the use of European high yield within an investment portfolio

Politics, Developed Markets, Thematics

02-Aug-24 Artificial Intelligence

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.

Artificial Intelligence

12-Jul-24 Politics

Is Mr. Market Apolitical? Not quite

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

Politics, Developed Markets, Thematics

12-Jun-24 European Transformation

Europe’s transformational scorecard

By: Michael Lewis, Murray Birt, Maria Milina

Tracking European sovereigns in their transformational journeys

ESG, Thematics

30-May-24 Multi Asset

Long View Q1: Equity and bond risk premia

By: Jason Chen, Dirk Schlüter

The narrowing gap between equity and bond risk premia

Multi Asset

10-May-24 ESG

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

ESG

02-May-24 DWS Research Institute

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?

Americas

30-Apr-24 DWS Research Institute

Convexity and prepayment risk

By: Jason Chen, James Kole

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

Bonds

22-Apr-24 DWS Research Institute

Global Natural Resources

By: Jason Chen, Maria Milina, Robert Bush

02-Apr-24 DWS Research Institute

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

19-Mar-24 Allocation

DWS Long View - 2024

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

The return outlook for the next decade

Allocation, Multi Asset, Artificial Intelligence, Global, Inflation

15-Feb-24 DWS Research Institute

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.

Digitalization