Video: Ten Green Bottlenecks

Analyst:

Adrian Cox, Luke Templeman, Olga Cotaga

Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [more]

Video: Why dbResearch is focusing on AI and chatbots

May 25, 2023

Region:

Analyst:

dbInSights - public

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]

Generative AI and ChatGPT 101

May 23, 2023

Region:

Analyst:

Next week will mark six months since the launch of ChatGPT, the chatbot based on OpenAI’s GPT-3.5 large language model. There has been an extraordinary flurry of launches, hype and activity since then. Even in the past week, OpenAI, Google and Meta announced fresh products, OpenAI’s CEO testified in Congress, and the G7 called for “guardrails” on AI, among many other developments. [more]

AI & The Five Ws: Why, What, Who, When, Where?

April 11, 2023

Region:

Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure

Analyst:

Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors. [more]

AI & The Five Ws: Why, What, Who, When, Where?

March 21, 2023

Region:

Adrian Cox, Marion Laboure

Analyst:

Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]

16 themes driving markets and economies

February 24, 2023

Region:

Adrian Cox, Luke Templeman

Analyst:

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]

Outlook for global house prices

January 12, 2023

Region:

Topic:

Real estate

Analyst:

Adrian Cox, Jon Bell, Michael Hsueh

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]

Video: House prices cooling off

November 17, 2022

Region:

Europe

Analyst:

Sectors and resources, Sustainability

dbInSights - public

House prices are cooling off after a pandemic surge. Some markets are more vulnerable than others. Adrian Cox gives a taste of what warning signs to look out for, why the crash of 2008 was different, and what this might mean for the broader economy. [more]

Europe’s energy crisis

October 13, 2022

Region:

Europe

Topic:

Analyst:

Adrian Cox, James Brand, Marion Mühlberger

Europe is in the middle of an energy crisis. It’s grappling with two big challenges at the moment – urgently weaning itself off Russian energy, particularly gas, and moving to a cleaner energy economy. At times, those two goals seem to be in opposition to each other. [more]

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

September 28, 2022

Region:

Analyst:

Adrian Cox, Henry Allen, Jim Reid, Luke Templeman

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]

Video: European Energy Crisis 101

September 27, 2022

Region:

Europe

Analyst:

dbInSights - public

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]

Top-5 themes for H2

July 5, 2022

Region:

Analyst:

Adrian Cox, Galina Pozdnyakova, Henry Allen, Luke Templeman, Yi Xiong