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    4. Podzept (Podcast series)


    Podzept is a podcast which addresses the current issues driving the world of economics and finance.
    Listen to top Deutsche Bank analysts and thinkers discuss their findings.

    33 Documents
    July 10, 2019
    (15:40 min)

    Huawei: is it business or personal?

    If we are to believe the prognostications about its future impact, 5G certainly occupies a crucial geopolitical dimension. The ability to control the Internet of Things via vastly reduced latency and higher speed is a serious weapon in the hands of an adversary. Peter Garber, Global Strategist, outlines three possible main objectives of the Trump administration.
    July 4, 2019
    (14:23 min)

    What are you having for dinner?

    Tiffany Kanaga, US and Nizla Naizer, EMEA, two retail analysts, offer some food for thought around the rapidly evolving grocery industry. From click & collect to at home delivery to meal kits to other very nascent options like autonomous vehicles, there’s an explosion of more convenient ways by which your supermarket is trying to sell you bananas.
    June 25, 2019
    (14:40 min)

    The 12 'Fed Listens'

    For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability.
    May 28, 2019
    (10:51 min)

    Factor investing in corporate credit

    Factor investing has become popular across asset classes, but interestingly less so in Credit markets. Listen to Caio Natividade, Head of Cross Asset Quantitative Research, Jose Gonzales, Cross Asset Quantitative Researcher and Richard Phelan, Head of European Credit Research, discuss why credit has fallen behind and how the team has developed a framework for factor investing in this particular asset class.
    May 22, 2019
    (11:39 min)

    Global Wealth Managers: Out of the pit stop – into the fast lane

    Global high-net worth wealth grew by 4 percent in 2018. This growth is far below past years as a more challenging market environment negatively affecting asset performance. Wealth Management business valuations decreased by more than 20% in 2018. Kai Upadek, Head of Wealth Management, Oliver Wyman and Kinner Lakhani, Head of European Equity Research & European Banks Strategist, Deutsche Bank discuss the outlook.
    May 8, 2019
    (14:44 min)

    De-mystifying the HK / China Index Landscape

    China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets indices, understanding the market dynamics of China's equity markets will be increasingly critical. Listen to Will Stephens, Head of Asia Synthetic Equity and Derivatives Research and co-head of Asia Pacific Equity Strategy.
     
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