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Video: Australia’s Federal Budget

March 30, 2022

Video: Australia’s Federal Budget

Region:

Analyst:

Australia Chief Economist Phil O'Donaghoe shares insights into Australia’s Federal Budget, which was handed down March 29, 2022. "Whilst there is some good news in Australia's annual budget, the reduction in deficits is smaller than we expected," O'Donaghoe said [more]

Video: Private Equity?

September 22, 2022

Region:

International

Analyst:

Ganchi Zhang

dbInSights - public

Do you have Private Equity in your portfolio and worry about illiquidity and valuation markdowns?

In this new video, Ganchi Zhang from our Quantitative Investment Solutions Research team summaries how our PE replication framework harnesses a better liquidity and risk profile. [more]

Making Sense of Space: Understanding rockets with Edison Yu

September 20, 2022

Region:

International

Analyst:

Edison Yu

dbInSights - public

In our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The first episode kicks off with the rocket launch market. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Peter Beck, Founder and CEO of Rocket Lab, one of the leading launch companies in the world. [more]

Video: Gap Factor Premium

August 18, 2022

Region:

International

Analyst:

Blaz Zlicar

dbInSights - public

July saw a notable rebound in equity and bond markets – albeit perhaps counterintuitively, given how initially worse economic data had sparked expectations of a dovish Fed pivot. But then investors had to adjust expectations again, after July employment numbers suggested that the Fed may stay on course. According to Blaz Zlicar, markets will continue to be in a state of flux: inflation vs growth. He says “That is the name of the game these days”. Watch this video for more. [more]

Video: Academic Insights

July 7, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

The quant team's 'Academic Insights' report discusses the most relevant, recently published academic papers on various topics related to quantitative investing as sourced by Deutsche Bank Research analysts. The latest edition, which features over 70 studies and podcasts, includes climate research, digital assets, intangibles, inflation, tail risk hedging and diversification. Watch this latest video with Caio Natividade to find out what stands out. [more]

Video: 26th Annual Leveraged Finance Conference

June 15, 2022

Region:

International

Analyst:

Richard Phelan

dbInSights - public

Topics included the significant disruption caused by the Ukrainian invasion, energy inflation and rise in base rates, all contributing to diversion in credit spreads since the beginning of the year, but also still healthy demand conditions reported by many companies. [more]

Video: Finding Rich and Cheap in Fixed Income Markets

June 8, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

In this video, Caio Natividade summarises our Value factor for interest rate markets. The research, first introduced in 2020 and now available as information-based strategy on Bloomberg, shows how reversion and fundamental valuations can be combined into one strategy that complements other traditional style factors. [more]

Video: Navigating Inflation

May 20, 2022

Region:

International

Analyst:

Vivek Anand

dbInSights - public

Inflation is not showing any signs of stopping, with central banks caught between a rock and a hard place. [more]

Video: US Corporate Filings

May 19, 2022

Analyst:

Gianpaolo Tomasi

dbInSights - public

In this video Gianpaolo Tomasi discusses the quant team’s work on corporate filings in the US, 10K and 10Q. [more]

Video: Australia’s Reserve Bank

May 5, 2022

Region:

International

Analyst:

Philip Odonaghoe

dbInSights - public

Australia’s Reserve Bank this week raised the official cash rate for the first time since November 2010. In this short video, our Australia Chief Economist, Phil O'Donaghoe discusses what this means for the local economy. [more]

Video: Adaboost-inspired machine leaning model

April 28, 2022

Analyst:

Gianpaolo Tomasi

dbInSights - public

NLASR, our Adaboost-inspired machine leaning model which we use for alpha combination in equities, has been live for more than a year. [more]

Video: Internet sector

April 25, 2022

Region:

International

Analyst:

Nizla Naizer

dbInSights - public

From Meal kits to Food Delivery, Online Cars to Online Fashion, Real Estate Classifieds to Travel Marketplaces, Deutsche Bank Research differentiates their work with the use of primary research to give further weight to recommendations. Watch video for more. [more]

Video: Joint Ventures?

April 8, 2022

Region:

International

Analyst:

Thomas Rothaeusler

dbInSights - public

Joint Ventures seem to become a major topic among German residential players as a way to free up liquidity. [more]

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