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Video: Joint Ventures?

More documents about "International"

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The clock is ticking

June 15, 2023
Region:
International
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
The House View - Snapshot
37
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [more]

Video: Quantcraft: Can AI replace humans in thematic investing?

June 15, 2023
Region:
International
Analyst:
Ganchi Zhang
dbInSights - public
38
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [more]

World outlook: The waiting game...

June 13, 2023
Region:
International
Analyst:
Jim Reid, Mark Wall, Matthew Luzzetti
Podzept (Podcast series)
41
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [more]

AI in action: where is the smart money going?

June 7, 2023
Region:
International
Analyst:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Podzept (Podcast series)
42
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [more]

World Outlook: The Waiting Game…

June 7, 2023
Region:
International
Analyst:
David Folkerts-Landau, Jim Reid
Thematic Research
44
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [more]

Video: Products in the quant FX space

May 31, 2023
Region:
International
Analyst:
Rohini Grover
dbInSights - public
46
With the rapid advancements in technology and the increasing availability of high-quality data, quantitative FX research is becoming more sophisticated, allowing financial institutions and investors to make more informed decisions and navigate the complex and volatile foreign exchange markets. In a new video Rohini Grover, FX strategist, provides an overview of Deutsche Bank Research’s offerings in the FX quant space.

[more]

Can AI help high-labour firms to boost returns?

May 30, 2023
Region:
International
Analyst:
Adrian Cox, Luke Templeman, Olga Cotaga
Podzept (Podcast series)
47
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:
International
Analyst:
Adrian Cox
dbInSights - public
48
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]
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