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Luke Templeman

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Macro Research

Adresse:
Deutsche Bank AG, Filiale London
IB - Research
Winchester House, 1 Great Winchester Street
EC2N 2DB London

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Deutsche Bank Research

Analysen und Studien von Luke Templeman

104 Dokumente
    
24. Oktober 2023

PRI Conference: Top 8 takeaways

Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Punyadip Cheema
Thematic Research
1
Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). This event is one of the leading global sustainability conferences as it attracts influential asset owners, leading asset managers, regulators and industry professionals. Our Top 8 takeaways below are based on insights from conference panels we attended and discussions with attendees. [mehr]
12. September 2023

Assets that haven't moved yet

Region:
International
Autor:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
3
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [mehr]
30. Mai 2023

Can AI help high-labour firms to boost returns?

Region:
International
Autor:
Adrian Cox, Luke Templeman, Olga Cotaga
Podzept (Podcast series)
5
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [mehr]
24. Mai 2023

Can AI save high-labour firms?

Region:
International
Autor:
Luke Templeman, Olga Cotaga
Thematic Research
6
Companies with a large number of employees have a big problem. Quite simply, they fail to extract as much value from each staff member as do low-staff firms. Indeed, labour-intense firms tend to have a lower market cap, thinner margins, and lower growth rates.
AI may be the way forward. In this piece, we argue that AI will make workers more productive, particularly in high-staff firms. The reason is that the profitability of high-staff firms has the highest leverage to the performance of their labour force. AI will help upskill them and streamline repetitive and mundane tasks that are more prevalent in high-staff companies. [mehr]
21. März 2023

Reshoring's impact on markets and economies

Region:
International
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
7
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [mehr]
24. Februar 2023

16 themes driving markets and economies

Region:
International
Autor:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
8
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [mehr]
7. Dezember 2022

Top 10 themes for 2023

Autor:
Luke Templeman
Thematic Research
10
People often ask me how we choose our themes of the year ahead. It is not a hard science, but there is a framework we use. It starts by asking the following question: “What policies and developments in the economic, business, and political world are unsustainable, and what will it take for them to become sustainable?”. [mehr]
23. November 2022

Top 8 notable takeaways from COP27

Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Tejasvini Viraj
Thematic Research
11
Overall, was COP27 a success or failure? The answer likely depends on your expectations going into the conference. The event took place against a difficult geopolitical backdrop, rising inflation and an energy security crisis that some nations interpret as support for energy diversification strategies that align with fossil fuel growth. In a recent dbSustainability report the team discuss top 8 takeaways from COP27. [mehr]
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