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Video: EU Transport and Airlines Outlook 2022

December 8, 2021

Video: EU Transport and Airlines Outlook 2022

Region:

Analyst:

In Freight, Logistics and Container Shipping, we think 2022 will be a record year for earnings and FCF. With corporate balance sheets in good shape we see scope for significant shareholder returns we expect freight demand to be led by an inventory re-build and not the consumer. In Airlines & Airports, the latest travel restrictions will clearly mean some lost revenues and the return of booking hesitancy this winter. Medium-term, however, expectations are unlikely to have to change given pent-up demand for travel and the restructuring that’s been done, supporting valuations. [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]

Video: 2022 outlook German online

February 15, 2022

Region:

Germany

Analyst:

Nizla Naizer

dbInSights - public

Nizla Naizer, analyst in the Media and Online Research team, highlights what she saw in the sector in 2020, then in 2021 and shares insights of what we can expect in 2022. [more]

Video: Quant Balancing Act

February 8, 2022

Region:

International

Analyst:

Vivek Anand

dbInSights - public

Quant balancing act caters to income investors in times of heightened uncertainty. [more]

Video: Quant Outlook

January 27, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

January is a good time for outlooks, and in quant it is no different – especially when the macro backdrop is so important. [more]

Video: UK Economic Outlook

January 25, 2022

Region:

Europe

Analyst:

Sanjay Raja

dbInSights - public

In this short video, Sanjay Raja takes a brief look at the UK economic outlook for 2022, and why this year will be different, from growth, to inflation, and labour markets. [more]

Video: Lithium Outlook 2022

January 21, 2022

Region:

International

Topic:

Sectors and resources

Analyst:

Corinne Blanchard

dbInSights - public

The current tightness of the market will further continue. Deficit will widen over the coming years as EV demand accelerates, driven by the Chinese and European markets. [more]

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