QA with Amalie Zdravkovic

Cassidy Ainsworth-Grace, Marion Laboure

Analyst:

Artificial intelligence is an overnight success that has been many years in the making. To properly anticipate what AI innovation is to come next, we went back to the source, looking at patents and venture capital deal activity that will translate into the everyday AI applications of the future. [more]

Can AI save high-labour firms?

May 24, 2023

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Luke Templeman, Olga Cotaga

Analyst:

Companies with a large number of employees have a big problem. Quite simply, they fail to extract as much value from each staff member as do low-staff firms. Indeed, labour-intense firms tend to have a lower market cap, thinner margins, and lower growth rates.
AI may be the way forward. In this piece, we argue that AI will make workers more productive, particularly in high-staff firms. The reason is that the profitability of high-staff firms has the highest leverage to the performance of their labour force. AI will help upskill them and streamline repetitive and mundane tasks that are more prevalent in high-staff companies. [more]

Generative AI and ChatGPT 101

May 23, 2023

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Analyst:

Adrian Cox

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]

History suggests AI will ultimately create not destroy jobs

May 22, 2023

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Analyst:

Jim Reid

With the rapid growth in AI, and the likes of ChatGPT taking the world by storm in recent months, we have seen renewed fears that human labour will be increasingly replaced over the years ahead. But this refrain has been heard regularly before over the last several centuries. [more]

Video: Traditional Value and Quality investing

May 22, 2023

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Analyst:

Clayton Gillespie

Traditional Value and Quality investing is well understood, but how well does it translate to financial firms? In this video analyst Clayton Gillespie discusses the quant team’s latest research, which uses accounting, valuation and corporate finance insights to generate appropriate alphas for financial firms. Together they generate Value and Quality strategies that exhibit robust through-cycle behaviour and combine well with Value and Quality factors in the rest of the universe. [more]

Generative AI represents a turning point for humanity - for better and for worse

May 22, 2023

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Analyst:

David Folkerts-Landau

The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [more]

Video: This time it's different for Asian currencies

May 15, 2023

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Analyst:

Mallika Sachdeva

Mallika Sachdeva shares some quick takeaways about why she thinks that this time it's different for Asian currencies compared to the Global Financial Crisis of 2008 when Asian currencies came under extreme stress. [more]

Video: Deutsche Bank’s senior US economist Brett Ryan breaks down the CPI report

May 11, 2023

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Analyst:

Brett Ryan

Please watch Deutsche Bank senior US economist Brett Ryan break down the latest US consumer price index report with Americas communications head Brian Blackstone. [more]

Video: April’s US employment report

May 9, 2023

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Topic:

Analyst:

Brett Ryan, senior US economist discusses his key take-aways. [more]

Video: Deutsche Bank’s Chief US Economist breaks down the FOMC meeting

May 4, 2023

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Analyst:

Matthew Luzzetti

As usual, all eyes were on the Federal Reserve when it met on interest rates Wednesday. But unlike other meetings over the past year, there was a different twist this time: has the central bank reached the end of rate increases after an aggressive tightening cycle? Please watch Deutsche Bank’s chief US economist Matthew Luzzetti break down the decision, and path forward, with our Americas communications head Brian Blackstone. [more]

Making Sense of Space: Having Ears in the Sky

April 26, 2023

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Analyst:

Edison Yu

Podzept (Podcast series)

In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns. [more]

The Future of Payments: Series 4 - Part III. Bye-bye cash, hello digital payments

April 25, 2023

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