1. Research
  2. Products & Topics
  3. Periodicals
  4. Videos

Video: News flow for cash equity portfolios

More documents contained in "dbInSights - public"

91 (49-60)
    

Video: EU Steel Outlook 2022

December 20, 2021
Region:
International
Analyst:
Bastian Synagowitz
dbInSights - public
49
2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve. [more]

Video: EU Transport and Airlines Outlook 2022

December 8, 2021
Region:
Europe
Analyst:
Andy Chu
dbInSights - public
51
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: Outlook for European Banks 2022

December 6, 2021
Region:
International
Analyst:
Benjamin Goy
dbInSights - public
52
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]

After COP 26 – the burden shifting to corporates?

November 16, 2021
Region:
International
Analyst:
Luke Templeman
dbInSights - public
54
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]

Speeding Into The Curve

November 8, 2021
Region:
International
Analyst:
Jose Gonzalez
dbInSights - public
55
Jose Gonzalez, Quant Strategist discusses a recently published study on the topic of Commodity Curve Investing; uncovering two crucial term-structure characteristics 1) the commodity curve shows significant momentum patterns 2) recent slope moves contain information about future price changes for an example. Systematic investors can exploit these phenomena through two quant strategies: Curve Momentum and Curve Spillover Momentum. [more]

Are we at an inflection point for a major advance in ESG fund launches?

September 28, 2021
Region:
International
Topic:
Sustainability
Analyst:
Brian Bedell
dbInSights - public
57
With demand for ESG products & solutions remaining strong, and asset managers advancing their ESG capabilities, we see asset managers bolstering their dedicated ESG product line-ups at an accelerating pace. We recently caught up with management teams across our coverage of US based traditional asset managers about their recent & planned ESG product launches, perspectives on client demand, as well as their current range of ESG products. [more]
12345678
33.13.0