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 .
#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.
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.
We are proud to partner w/
#Apple
on a clean energy fund to invest in climate change solutions in China. Learn more about the program:
#cleanenergy
#climatechange
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:
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
.
Container leasing is an undiscovered niche offering interesting yield opportunity.
#alternativeinvesting
– Read our Hedge Fund experts' full insight at:
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
:
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:
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":
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: .
#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: .
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: .
#equities
.
@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."
#GoldValue
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
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 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 .
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
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 .
#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
#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: .
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 .
#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 .
#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 .
#Climatechange
could have serious consequences for investment portfolios. Learn about the economic risk of climate change in the
#whitepaper
"Value Destruction" at .
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 .
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:
The growth in fundraising reflects increasing asset allocations to alternative investments in general – and private equity in particular. We look at the implications at .
#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: .
#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 .
#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 .
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 .
#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: .
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 .
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 .
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 .
#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 .
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: .
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 .
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:
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:
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 .
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: .
In 2017, the
#dollar
started to weaken, ending a rally since mid-2011. Go to 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 .
It’s time to look beyond traditional
#pension
schemes. Find out how CDI, cash-flow-driven investing, is addressing the shortcomings of the traditional approach in our new
#whitepaper
at .
#pensionfund
#pensionscheme
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: .
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 .
#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 shows.
#CIOview
#tradewars
#economy
#investing