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Luke Templeman

Analysis and studies from Luke Templeman

96 Documents
September 28, 2022
1
In a new annual report ‘Long-term asset return study 2022: How we got here and where we’re going…..’ our thematics team explore 2022, which has been one of the toughest years for financial markets in decades. Bonds and equities are declining in unison, and we are now in the first global bear market for government bonds in 70 years. Read an extract touching on these themes, but with the main report focusing on how we got into the perilous economic, social and political situation in which we find ourselves today. Clients of Deutsche Bank Research can access the full report here. [more]
September 14, 2022
2
The two big drivers of corporate returns over the last decade have been upended in 2022. Specifically, corporates can no longer rely on higher debt or fatter profit margins as they have done post-financial crisis. Instead, to increase returns on equity, they might need to focus on generating more sales from existing assets - in other words, boost their asset turnover. [more]
September 9, 2022
3
New Podzept Podcast. The big bust in share prices of Alternative Food stocks has echoes of the dot.com boom & bust in 2000. Yet, just as the bursting of the tech bubble did not stop the inevitable development and adoption of technology, Deutsche Bank Research see the Food Tech revolution as likely continuing despite the cooling of last year’s market euphoria. Olga Cotaga and Luke Templeman, both Thematic Research Analysts, discuss the growth potential in the industry as it continues to simmer, but with the potential to change food as we know it. [more]
June 20, 2022
6
With a tumultuous first half of 2022 almost over, we are making a contrarian call for the second half. Specifically, we believe that although M&A will slow compared with last year, it will be more resilient than the drop so far in 2022 would suggest. To support this, we have identified several post-covid themes that are motivating corporates and private capital to make acquisitions. [more]
April 27, 2022
7
Recent geopolitical events present an ESG conundrum. In Europe, exclusions for nuclear and defence were at their highest heading into the Ukraine crisis, which led to a debate regarding the social merit of certain defence capabilities and nuclear energy exposure. In our view, the debate will contribute to more inclusive approaches from asset managers regarding ESG investing strategies. This aligns with themes we heard at our Global ESG conference in early March. [more]
January 25, 2022
10
Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates? [more]
December 8, 2021
12
The biggest themes of 2022 are not questions about, say, market direction. Rather, we highlight the waves of change in society that have momentum and will drive prices and risk. Our top-10 themes are spread across economics, finance, corporates, and government. They all exist against the backdrop of covid and they are all being changed by it. [more]
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