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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.

418 (171-180)
    
November 16, 2021

After COP 26 – the burden shifting to corporates?

Region:
International
dbInSights - public
Analyst:
Luke Templeman
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]
175
November 11, 2021

Barrelling back to stagflation?

Region:
International
The House View - Snapshot
The short-term growth outlook has weakened amidst supply-chain issues and an energy shock that has boosted inflation. But there is still major fiscal support, whilst vaccines and other medicines will help against Covid.

If inflation proves even higher than anticipated, that could lead to tighter monetary policy that knocks growth off course. [more]
176
November 8, 2021

Speeding Into The Curve

Region:
International
dbInSights - public
Analyst:
Jose Gonzalez
Jose Gonzalez, Quant Strategist discusses a recently published study on the topic of Commodity Curve Investing; uncovering two crucial term-structure characteristics 1) the commodity curve shows significant momentum patterns 2) recent slope moves contain information about future price changes for an example. Systematic investors can exploit these phenomena through two quant strategies: Curve Momentum and Curve Spillover Momentum. [more]
177
November 2, 2021

After COP 26 – the burden shifting to corporates?

Region:
International
Thematic Research
Topic:
Sustainability
Analyst:
Karthik Nagalingam, Luke Templeman, Olga Cotaga
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]
179
September 28, 2021

Are we at an inflection point for a major advance in ESG fund launches?

Region:
International
dbInSights - public
Topic:
Sustainability
Analyst:
Brian Bedell
With demand for ESG products & solutions remaining strong, and asset managers advancing their ESG capabilities, we see asset managers bolstering their dedicated ESG product line-ups at an accelerating pace. We recently caught up with management teams across our coverage of US based traditional asset managers about their recent & planned ESG product launches, perspectives on client demand, as well as their current range of ESG products. [more]
180
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