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Cushioning downside risks

September 11, 2019
Read on for our discussion of the economic outlook and our expectations for central bank responses. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

More documents from Jim Reid

46 (25-36)
May 17, 2019
25
The 8th annual survey of global prices and living standards from various countries and cities around the world is out! In this podcast Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, highlights the cities that have seen the biggest change not only over the last year but also over the last five years. [more]
April 11, 2019
26
This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]
March 12, 2019
29
The performance of the Eurozone economy is inextricably linked to the health of its banking system. That means the economy will likely stagnate unless European banks can build robust balance sheets, earn a competitive return on equity, and generate adequate capital to support faster growth and innovation. European policymakers must make bold decisions as there are serious doubts as to whether the continent’s banks can compete internationally with US institutions. This paper takes a careful look at the European banking system and suggests a number of remedies to improve the sustainability of its returns for the good of the economy and taxpayers. [more]
January 17, 2019
32
Many investors think of themselves as apolitical, however, recent market turbulence has reinforced just how much politics can affect business and finance. This issue of Konzept offers incisive opinion on some pressing political issues, including the trade war between China and the US, next year’s US presidential election, European populism, technology regulation, Brexit, and more. We also examine how the latest developments in artificial intelligence and machine learning are helping investors forecast the market impact of political events. [more]
October 16, 2018
35
This edition reviews recent market moves and outlines Deutsche Bank Research's key views moving forward. Read on for our recap of the global macro outlook, key ongoing/upcoming political developments (Brexit, Italy, US mid-term, etc.) and major risks in the rest of 2018. Find also our views on US macro and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. [more]
October 4, 2018
Topic:
36
Investors have long attempted to incorporate ESG information into their stockpicking decisions, however, ESG funds have underperformed the market. This issue shows how the latest developments in artificial intelligence and machine learning are finally giving investors the upper hand. Big data catches out ‘greenwashing’ and provides forward-looking market signals that outperform the market. This is a boon for investors who want to determine how ESG issues affect the fair value of stocks. [more]
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