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Video: Why dbResearch is focusing on AI and chatbots

May 25, 2023

Video: Why dbResearch is focusing on AI and chatbots

Region:
International
dbInSights - public
Analyst:
Adrian Cox
Watch video 
Artificial Intelligence has been a sizzling hot topic since ChatGPT was launched at the end of November. For once, the hype may be (almost) justified. At Deutsche Bank Research, we thought it was time to take a step back to give a clear perspective for investors and businesses, and to dig into what the latest flavour of AI, Generative AI, will really mean for our future. [more]

More documents about "International"

401 Documents
    

The Future of Money

September 29, 2023
Region:
International
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
Thematic Research
1
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]

Video: Gianpaolo Tomasi on cross-sectional mean reversion

September 28, 2023
Region:
International
Analyst:
Gianpaolo Tomasi
dbInSights - public
2
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]

The History (and Future) of Recessions

September 20, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Henry Allen, Jim Reid
Thematic Research
5
The word “recession” has been one of the most widely used in markets over the last 12 months. In their annual Long-Term Asset Return Study, Jim Reid, Henry Allen and Galina Pozdnyakova focus on understanding what history tells us about the frequency, depth and duration of recessions, along with what causes them using cycle data stretching back to 1700. The team also takes a look at their impact on asset prices, and the likely shape of them going forward. [more]

Video: AI and six themes

September 19, 2023
Region:
International
Analyst:
Adrian Cox
dbInSights - public
6
The excitement around Artificial Intelligence that had been building since OpenAI’s launch of ChatGPT at the end of last year cooled off slightly over the past couple of months. Investors, entrepreneurs and analysts went to the beach, the media focused on time-honoured summer themes including season stories, and students took time off from writing essays using chatbots. Adrian Cox highlight six themes you missed while you were at the beach. Visit our dedicated AI website for more www.dbresearch.com/ai [more]

Assets that haven't moved yet

September 12, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
8
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [more]

Q&A with Anna Friedemann

September 7, 2023
Region:
International
Analyst:
Anna Friedemann
Q&A with
9
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania.
In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [more]

Video: Latest US consumer price report

August 14, 2023
Region:
International
Analyst:
Brett Ryan
dbInSights - public
11
US inflation ticked up slightly in July as widely expected, but the broad moderating trend since a year ago appears to still be in place. What does it mean for the Federal Reserve and hopes for a soft landing? For this and more, please check out our latest video with Deutsche Bank’s senior US economist Brett Ryan and Americas Communications head Brian Blackstone. [more]
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