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Global

After decades of rapid globalisation, national economies and financial systems are more closely connected than ever before. At the same time, open markets and free competition are increasingly under criticism and even restricted. A major part of the work of Deutsche Bank Research therefore focuses on how Europe fares in an international comparison, how changing structures and the regulatory framework influence the development of financial service providers, their clients and financial markets globally, and which opportunities and risks result from long-term megatrends such as climate change, demographic change, digitalisation and new forms of mobility.

224 Documents
May 5, 2021
In a new Podzept podcast Brett Ryan, Senior US Economist, Frank Kelly, Head of Governmental and Public Affairs, US & Latam and Luke Templeman, Thematic Analyst discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year? [more]
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March 24, 2021
David Folkerts-Landau, Group Chief Economist & Global Head of Research and Peter Hooper, Global Head of Economics have just published an updated outlook for the global economy and financial markets. The report is titled ‘Goldilocks with Inflation Risk’ and outlines how Goldilocks could be about to enter the global economy as conditions appear just right for strong growth. [more]
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March 24, 2021
Analyst:
A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve. In a recent updated World Outlook report, Deutsche Bank’s Global Economics team has raised its forecast for global growth in 2021 to nearly 7%, which is well above consensus. Here is why. [more]
6
March 17, 2021
Topic:
Bitcoin’s market cap of $1 trillion makes it too important to ignore. Big players who buy and sell bitcoins have considerable market-moving power. As long as asset managers and companies continue to enter the market, Bitcoin prices could continue to rise. But bitcoin transactions and tradability are still limited. And the real debate is whether rising valuations alone can be reason enough for bitcoin to evolve into an asset class, or whether its illiquidity is an obstacle. Bitcoin’s value will continue to rise and fall depending on what people believe it is worth. This is sometimes called the Tinkerbell Effect — a recognised economic term stating that the more people believe in something, the likelier it is to happen. [more]
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March 15, 2021
Participants: Kamran Khan, Head of ESG, Asia Pacific, Deutsche Bank
Moderator: Jonathan Jayarajan, Managing Director, Deputy Head of EMEA Equity Research / Chair of the Research ESG Council

In this session, DB’s Kamran Khan reviewed key ESG trends impacting corporates. He also addressed DB’s strategy to support corporates to help meet their ESG needs, as well as the breadth of products and services that DB offers and the ESG regulatory outlook on Asia. From the dbAccess ESG Conference March 2021. [more]
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March 15, 2021
Participants: HP, Bloomberg, and Franklin Templeton
Moderator: Christiana Riley, Member of the Management Board, CEO Americas, Deutsche Bank

The focus of this panel was to help investors engage with corporates on the topic of Diversity & Inclusion. The group was expected to address what should be considered to represent a successful D&I effort along with discussion on what key issues need to be addressed by corporates today. From the dbAccess ESG Conference March 2021. [more]
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March 15, 2021
Analyst:
Participants: Schroders, Union Investment, and Amundi Funds
Moderators: Debbie Jones, Global Head of ESG, Company Research & Tobias Fischer, Research Sales & ESG Coordinator

The session addressed how firms are integrating ESG into their investment strategies. Discussion topics included accountability to an ESG process, views on corporate disclosure & data collection, proprietary systems and ratings, alignment with UN SDGs and exclusionary processes. The discussion with Amundi addressed specific considerations and practices for an ESG Portfolio Manager having a special focus on ecology.
From the dbAccess ESG Conference March 2021.
[more]
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