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Video: Diversity Inclusion discussion with DB Americas CEO, Bloomberg, HP and Franklin Templeton

March 15, 2021

Video: Diversity & Inclusion discussion with DB Americas CEO, Bloomberg, HP and Franklin Templeton

Region:
International
dbInSights - public
Topic:
Sustainability
Watch video 
Participants: HP, Bloomberg, and Franklin Templeton Moderator: Christiana Riley, Member of the Management Board, CEO Americas, Deutsche Bank The focus of this panel was to help investors engage with corporates on the topic of Diversity & Inclusion. The group was expected to address what should be considered to represent a successful D&I effort along with discussion on what key issues need to be addressed by corporates today. From the dbAccess ESG Conference March 2021. [more]

More documents contained in "dbInSights - public"

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Video: EU Steel Outlook 2022

December 20, 2021
Region:
International
Analyst:
Bastian Synagowitz
dbInSights - public
62
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: Emerging Markets Outlook 2022

December 20, 2021
Region:
International
Analyst:
Sameer Goel
dbInSights - public
63
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [more]

Video: EU Transport and Airlines Outlook 2022

December 8, 2021
Region:
Europe
Analyst:
Andy Chu
dbInSights - public
65
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
67
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
68
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
69
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
71
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]
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