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Video: Outlook for European Banks 2022

December 6, 2021

Video: Outlook for European Banks 2022

Region:

Analyst:

Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022. [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]

Video: Australia’s Federal Budget

March 30, 2022

Region:

International

Analyst:

Philip Odonaghoe

dbInSights - public

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: Global Sentiment Indicator

March 15, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

It is the 10-year anniversary of our Global Sentiment Indicator. Caio Natividade explains why the sentiment indicator is in ultra-high risk aversion mode right now. [more]

Video: Academic Insights

March 3, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

Caio Natividade shares insights on our latest Academic Insights report. It contains 118 studies, encompassing academic papers, trading strategies, and a number of industry articles and podcasts. So what are the current themes out there? Watch the video for more. [more]

Video: Private Equity: Nothing Private About It

February 18, 2022

Region:

International

Analyst:

Ganchi Zhang

dbInSights - public

Private markets are popular. They can offer higher returns and more diversification, and have been an attractive alternative for institutional investors in this world of low yields. However, high fees and illiquidity are big shortcomings. [more]

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