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Adrian Cox

8 Documents
    
February 24, 2023

16 themes driving markets and economies

Region:
International
Analyst:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
1
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [more]
January 12, 2023

Outlook for global house prices

Region:
International
Topic:
Real estate
Analyst:
Adrian Cox, Jon Bell, Michael Hsueh
Podzept (Podcast series)
2
House prices are cooling off around the world after the boom years of historically low interest rates and a pandemic race for space. Countries like Sweden, Canada and Australia, which had the biggest gains, heaviest household debt and highest proportion of variable rate mortgages, are most exposed. In the latest episode of Podzept, Michael Hsueh, FX Strategist and author of the G10 Housing Monitor, Jon Bell, Head of the European Construction and House Building Research, and Adrian Cox, Thematic Strategist, discuss the outlook. [more]
October 14, 2022

Video: Ten Green Bottlenecks

Region:
Europe
Analyst:
Adrian Cox
dbInSights - public
4
With all the talk of gas storage at 91%... new LNG terminals … and billions of public money to be spent on renewable energy… you might think Europe is on the brink of ending its dependency on Russian gas and moving to clean energy.
But we see 10 reasons why this will take longer than expected. [more]
September 28, 2022

Long-Term Asset Return Study 2022: How we got here and where we're going…

Region:
International
Analyst:
Adrian Cox, Henry Allen, Jim Reid, Luke Templeman
Thematic Research
6
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 27, 2022

Video: European Energy Crisis 101

Region:
Europe
Analyst:
Adrian Cox
dbInSights - public
7
Energy prices have gone through the roof. Does Europe have enough gas to get through the winter? Adrian Cox explores how Europe has been on a breakneck drive to fill up its gas storage reservoirs this summer, piping gas in from Norway and the UK and shipping LNG from America. But will that be enough? Watch this new video to find out more. [more]
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