The current bull market is now competing with the previous record holder in terms of length. However, we even could well be in a bear market by now. Depends on the index level of #SP500 next Wednesday! More at go.dws.com/fEM6JcIQ. #CIOview
Next week, we will find out whether Germany has slipped into a technical #recession. But as our Chart of the Week shows, the real reasons for concern are elsewhere. go.dws.com/iLwZyjqA
China's growth is slowing. The People's Congress has confirmed as much. That has important implications for #trade, not just with countries in Eastern Asia, but also with Germany, Japan and the United States. go.dws.com/gCp3VnFc
Petra Pflaum, CIO for Responsible Investments, says: ”The world has moved into a new technological age and this age offers the chance to address the major environmental and social challenges of our time.” #ESG – Read more at: go.dws.com/6ciB5Yty
Following his predecessors' tradition, Jerome Powell shows receptiveness to market concerns. Read why investors shouldn't rely too much on the return of the #PowellPut. go.dws.com/fpDvDeY3
Despite continuous chaos on the political front and at best mixed macro data, most asset classes enjoyed a fruitful February. We won't get over-excited. See why in our #MarketOutlook: go.dws.com/cAih8yGL
Christian Hille, Head of Multi Asset, says: “The turbulent end of the year reflects many concerns that will not go away in 2019. Nevertheless, our outlook remains positive.” Read his full view on: go.dws.com/OA05V2vK
Labor's share of the economic pie in the United States has shrunk over the past two decades. Why? Can tight #labormarkets reverse the trend? Read more in our "Chart of the Week": go.dws.com/nE8DEngY
During the first #Bundesliga game @Lakers legend Robert Horry was rooting for reigning Europa Cup winner @Eintracht from the DWS suite at the @DeuBaPark. The jerseys swap with Uwe Bein, Laura Feiersinger and DWS CEO Stefan Hoops commemorated the teams’ first ever meeting.
What are our expectations on interest rates for the months to come? Watch our Fixed Income Outlook 2018 with Bill Chepolis, Head of Fixed Income EMEA at #DWS, to find out: piped.video/kzaZYXOHQQw. #fixedincome#bonds
The implementation of #ESG into the investment process is now becoming part of our CIO View. Watch the full video and learn from Petra Pflaum how we integrate ESG criteria into the investment process: piped.video/hufHAYi_euo.
Looking at various asset classes, we assume that the macro environment will remain positive. Watch our Multi Asset Outlook 2018 with Christian Hille, Head of Multi Asset & Solutions at #DWS, to learn more: piped.video/Pv5-mk67yCM. #equities
Joern Wasmund, Head of Fixed Income/Cash, says: “Despite moderate #rate rises, it remains too early to count out fixed income.” #Fed - Read more at: go.dws.com/wfacVHnr
.@DWS_CIO says: "In the current environment, which is characterized above all by political risks that are difficult to calculate, the role of gold may be all the more important." #GoldValuego.dws.com/qedDjDRH
Seldom have our experts had such opposing views on likely market developments as for 2019. Find out what's in store for the global economy in 2019 in our new CIO View at go.dws.com/V0OFnVhA
By historic standards, the #Fed has not tightened monetary policy that much. Real federal funds rates remain exceedingly low. However, this is starting to change, as our research piece at go.dws.com/LVipsmy2 shows. #CIOview#economy#investing
Distributed ledger technologies aka #blockchain can offer exciting opportunities for asset management. Find out the three main ways in which financial services companies could profit from #dlt technology at go.dws.com/UVEEWJvl.
The #worldeconomy retains a more solid footing than you might think. There are plenty of risks, however. Find out more about our global market outlook for 2019 in our new CIO View at go.dws.com/9E4sTOQx
The United States may be a bottomless pit of political uncertainty, but the #economy and the corporate sector continue to churn out solid numbers so far. Our latest valuation overview at go.dws.com/5O3kYvET. #CIOview#sp500#equities
Although the #renminbi has recently weakened strongly against the #euro, it has only compensated for the previous appreciation. In our expectation the Chinese #currency will not devalue further in the medium term. Why? Answers provided at go.dws.com/UpUia29M#CIOview
What are the potential risks #equity investors should have an eye on? Watch our Equity Outlook 2018 with Thomas Schüssler, Co-Head Equities at #DWS, to find out: piped.video/1CSnT68Q-f4.
Six asset classes are needed for a well-diversified #portfolio, according to David Swensen, chief investment officer @Yale since 1985 and co-developer of the “Endowment Model” (also referred to as Yale Model).
In the last 10 years, the volume of multi-asset funds in Germany has grown from 20 to 270bn due to #ECB’s zero-rate policy leading investors to search for alternatives with higher potential. #multiasset
The production of plastic uses around eight percent of the world's #oil production. And bioplastics are not a good solution as they require food source crops (Source: EcoWatch). #SDG#ESG#sustainability
Six years after #ECB President Draghi's pledge to do "whatever it takes" to maintain the #Eurozone, this continues to shape its prospects. Governments for instance need to spend considerably less on debt servicing. Read the whole story at go.dws.com/6sZfbCNc. #CIOview
Selecting #ESG funds can allow investors to own companies involved in the efficient management of energy and materials, potentially benefitting from upward recycling trend. The last 18 yrs saw a sharp rise in paper recycling in America and Europe. More at go.dws.com/Gb8HLkmR.
#ESG is one of #finance’s hottest topics right now, but there are still critics. Find out how the industry should respond in our new #whitepaper “Slaying the three ESG Dragons” at go.dws.com/3oILYehb.
#Climatechange could have serious consequences for investment portfolios. Learn about the economic risk of climate change in the #whitepaper "Value Destruction" at go.dws.com/bB8r86mG.
How to reduce your carbon footprint with #ESG investment strategies? Download our new #whitepaper “Leaders Low Carbon” and find out: go.dws.com/cOyd8Bkm. #SRI
ESG is no longer a niche market. All over the world, #SRI assets have increased proving that sustainable investing has reached the mainstream. Find out more about #ESG investment solutions at piped.video/LL6dHVQ-jvI.
Stefan Kreuzkamp says: “The economic foundation for the coming year is basically solid. It needs to be – because we will have to withstand some tremors.” #CIOView Read more at: go.dws.com/6OBZHD6J
The growth in fundraising reflects increasing asset allocations to alternative investments in general – and private equity in particular. We look at the implications at go.dws.com/GYV7bmNs. #CIOview#privateequity
The asset-management industry plays an increasingly important role in contributing to the greening of the financial system. Investing in good corporate citizens can make a lot of financial sense, as our atricle shows: go.dws.com/jbFm8i5K. #CIOview#sdg#esg#sustainability
The Swedish krona has continued to weaken against the euro significantly between 2014 and today. However, the krona might be in for a recovery. Find our reasoning at go.dws.com/nn40nyiM. #CIOview#forex
September 15 is the tenth anniversary of the bankruptcy of #lehmanbrothers. Those days of severe market fluctuations will now successively fall out of the volatility calculations covering a ten-year period. We discuss the consequences at go.dws.com/giWGPCbd.
Learn about Bank 4.0 and the future of financial services from Brett King, founder of @getMoven. Watch his talk at #DWS Digital Convention: piped.video/QySt8rt2mPw.
Solid global growth and rising inflation are an ideal backdrop for emerging market #equities, particularly for raw-material-rich countries. Find our valuations overview for equity markets at go.dws.com/WTftCCJz. #emergingmarkets#CIOview
Always on trend can be bad for the #environment as the clothing industry is a big source of carbon emissions. #ESG investments can help shape corporate carbon footprints.
Water is one of our most needed resources, but only 1% of the world's freshwater is easily accessible for human use. #ESG investments can help limit corporate water usage.
Watch Rolf Schumann, platform expert @SAP, talking about the growing #digital platform #economy, that has little to do with #tech, but a lot with truth, agility and experience: piped.video/epdPGgvHPOc.
Norway's Government Pension Fund, the biggest sovereign fund in the world, excludes companies for the production of coal or coal-based energy or environmental damage. Learn how to shape your investment to meet your standard with our #ESG Engine at go.dws.com/IbuvE7g9.
Upbeat base case for the global #economy. Moderate increases in #inflation expectations suggest that the risk of overheating remains limited. More on the global economic climate in our new #CIOview at go.dws.com/6BG6npdH.
Real-estate markets are enjoying tailwind from the world economy. Non-listed real-estate funds from #APAC continue to do well and Europe has lately been catching up. Find our outlook for #realestate investments at go.dws.com/p52JR5ju. #CIOview
In the last 27 years, the #SP500 performed best when bond yields were rising moderately. Our full assessment of the rising interest-rate environment in the new #CIOview at go.dws.com/TjkauMcw.
Historically, the #yieldcurve warned quite reliably of recessions. Today, however, caution is wise: Even if it looks that way, there should be no recession in 2020, for three factors distorting the curve. Here they are: go.dws.com/sneAcIyI.
Money shouldn't be a problem when it comes to financing the UN Sustainable Development Goals. According to the Business Commission, it would require a mere $2-3 tn out of a global GDP of $115 tn. Learn how we systematically integrate #SDGs at go.dws.com/7anuCGLm.
We continue to hope for a #SoftBrexit but the risk of a no-deal exit has even increased in our opinion. The Brexit process continues to be heavily driven by party interests. #Brexit – Read more at: go.dws.com/huTh4XGW
It's showtime! Wishing the Los Angeles @Lakers the best for the upcoming #NBA season & the first game this evening! #LakeShow We are proud to be the Official Global Investment Sponsor of this legendary basketball team: dws.com/Our-Profile/Sponsors…
The water consumption per capita in America is higher than in almost any other country, but global demand is rising. Investing in #ESG assets can help promoting the transition towards the sustainable use of freshwater.
Renewable energies accounted for over 55% of all the gigawatts of new power generation added worldwide. Investing in #ESG assets can help continue this pattern of growth for renewables. More information on responsible investing at go.dws.com/vGZfZLQl.
The favourable economic environment should bode well for most asset classes. But a growth at this pace for three years in a row has two implications. Watch our new #CIOview video on #assetclasses to find out what they are: go.dws.com/sI0ZM49b.
In 2017, the #dollar started to weaken, ending a rally since mid-2011. Go to go.dws.com/zTO4ZKoa for more reasons, compelling causalities and impressive correlations to explain the dollar weakness besides #Trump. #CIOview#USD
Geopolitical tensions are rising, oil prices are going up, but don’t read too much into it. Read what has been happening in #oil#markets in our new #chartoftheweek at go.dws.com/HeRBJPYm.
We are becoming somewhat more cautious in our summer outlook for capital markets, but continue to expect a good #investment environment. Watch the new #CIOView and find out which reasons we have for such an assessment: piped.video/u7bXc4OjrFg.
It's time for a closer look at emerging-market bonds. Find out why hard-currency-denominated bonds are trading at higher yields compared to their local-currency counterparts or the first time since the financial crisis at go.dws.com/1jntNkXR. #emergingmarkets
Given trade tensions and political instability the risks of market turbulence spilling to real economic activity are rising. Investors should fasten their seatbelts, as our analysis at go.dws.com/9fQifTUZ shows. #CIOview#tradewars#economy#investing