There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip. Despite some warning signs, it is probably too early to give up on equities, especially if and when leading economic
The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted. What a good run markets are having! And why not? The labor markets in the U.S. and parts of Europe are
This 2019 global survey is part of the annual research programme started by DWS and CREATE-Research in 2018. Last year, the main theme was how the rise of passive investing was reshaping the investment landscape. This year, the programme focuses
Are passive index funds the lazy owners of companies, allowing unaccountable management to drain dynamism from the economy? Or, are they becoming too activist by venturing into controversial areas of public policy that are best handled by regulators and politicians?
For now, the trade conflict between China and the U.S. is unlikely to ease. Markets are understandably nervous. Last week, the U.S. President once again shocked the markets by announcing that all imports from China will be subject to punitive
CIO | View Chart of the Week Is it still possible to earn money with Eurozone government bonds? We think so: Steep yield curves can serve as a medicine against negative interest rates. Yields on German sovereign bonds have dropped
From a trade dispute to a trade war. And back? The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small. In April, the market hoped for a resolution. Instead, the U.S.-Chinese trade dispute has
Growth stocks continue to grow, value stocks continue to gain value, if this is defined as a discount to the market. This cannot go on forever. But still may for a while.
As the first half of the year has elapsed, it is time to take stock of the developments within the commodities space. Some key price drivers changed quite dramatically; notably the move of central banks towards dovish monetary policies has
Applying a reduced capital charge of 22% to investments in listed and unlisted equities The European Commission (EC)’s Delegated Regulation of 8.3.2019 amends the Solvency II Directive in different areas. Most notably, from an investment perspective, a new category of
Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook No agreement or timeline to cut 25% tariffs on half the imports from China The post G20 summit between President Xi and President Trump produced many pictures and
G20 meeting ended with little progress. But postponed tariff hikes are not canceled ones. The G20 meeting in Osaka, Japan, ended on Saturday as expected: inconsequential, with a non-binding final declaration. More important were the talks on the fringes of
Last month, we argued that it was all going to be about politics from now onwards. And indeed, May and June have not been short of unexpected political developments – and tweets. However, mixed economic data has also raised new
Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets. The combination of the year-to-date rally and deteriorating prospects of a trade deal make the near-term risk-reward for equities unattractive. In the near
The month of May was tough rather than merry. After many stock exchanges touched new record highs, the impulsive U.S. trade policy sent both equities and bond yields on a downward slide. The summer could be uncomfortably hot.
Yields on 10-year German Bunds have fallen to zero. What's the point of holding government bonds that literally seem to offer no returns?
Market may remain nervous, but the actual risks of a hard, chaotic Brexit, have fallen sharply. For many months, we have been warning of the risks of a hard, chaotic no-deal Brexit. In an alternative universe, we might well have
Unlike other asset classes, most equity markets continue to trade below the levels of September 2018. That makes sense, once you look at the reasons behind turns in sentiment. After a turbulent fourth quarter in 2018, things got a lot
The chances for an orderly and reasonably quick resolution to the Brexit drama have gone up. In all the twists and turns of the ongoing Brexit drama, it is all too easy for market observers to overlook important turning points.
The ECB gets surprisingly gloomy on growth and inflation and shifts to softer monetary policy immediately too Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central -bank taps likely
The ECB gets surprisingly gloomy on growth and inflation and shifts to softer monetary policy immediately too Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central -bank taps likely
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