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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.

418 (11-20)
    
October 24, 2023

PRI Conference: Top 8 takeaways

Region:
International
Thematic Research
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman, Punyadip Cheema
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. [more]
11
October 5, 2023

Q&A with Amy Yang

Region:
International
Q&A with
Analyst:
Amy Yang
In a new ‘Q&A with’ our US economist Amy Yang speaks about her role, highlighting how economists analyse data and closely track the Fed’s communication to forecast economic conditions. Regarding the economy, she outlines the team’s anticipation of a mild recession in early 2024, even amidst an enhanced likelihood of a soft landing. [more]
16
September 29, 2023

The Future of Money

Region:
International
Thematic Research
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
The past decade has challenged our understanding of money as payment alternatives and new forms of currency entered our everyday lives. Digital assets such as Bitcoin have captured the spotlight, but we believe it will be central bank digital currencies (CBDCs) that will prevail. And yet, even as the transition to digital payments continues, cash does not face extinction. [more]
17
September 28, 2023

Video: Gianpaolo Tomasi on cross-sectional mean reversion

Region:
International
dbInSights - public
Analyst:
Gianpaolo Tomasi
In March 2021 we published a report introducing our cross-sectional mean reversion factor that has been traded out-of-sample since then (Bloomberg ticker: DBRPGERU). In this new report we expand on our previous work by showing how using daily returns more efficiently improves performance even when trading weekly and demonstrate how earnings dates can boost predictive power by avoiding trading against the post-earnings drift. We also introduce an approach to improve the signal using trading volume and propose a turnover control approach that can enhance capacity while preserving performance. [more]
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