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QA with Mark Wall

27. Mai 2022

Q&A with Mark Wall

Region:
International
Q&A with
Autor:
Mark Wall
Online PDF 140k
In a new ‘Q&A with’ Mark Wall, Chief Economist Europe, shares his views on an immediate threat of contraction in Europe, how soon ECB will hike rates and how far ECB rates will rise. [mehr]

Weitere Dokumente zum Thema "International"

408 (61-72)
    

Schiffbruch

14. Oktober 2022
Region:
International
Autor:
Henry Allen, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
61
Die Aussichten für die Wirtschaft und die Märkte haben sich seit der Juni-Ausgabe unseres Weltwirtschaftlichen Ausblicks merklich verschlechtert. An den Rentenmärkten platzt eine historische Blase, an den Aktienmärkten findet eine Korrektur statt, wie sie nur einmal pro Generation vorkommt, und die Flucht in den USD hält an. Wir haben als Erste eine Rezession in den USA zum Jahresende 2023 prognostiziert – diese Erwartung ist inzwischen Konsens. Auch für den Euroraum bzw. Deutschland erwarten wir für 2023 eine Kontraktion um mindestens 2% bzw. 3%. [mehr]

The next EM crisis is here

12. Oktober 2022
Region:
International
Autor:
Anthony Wong, Drausio Giacomelli, Michael Spencer
Thematic Research
62
Emerging economies face an extremely challenging environment. Rising USD and EUR yields as the Fed and ECB raise policy rates quickly to try to stabilize prices; depreciating currencies, especially against the dollar, as a consequence; slowing growth; extreme climate events and the economic consequences of the war in Ukraine in the form of a further boost to food and fuel prices. [mehr]

Shipwrecked

29. September 2022
Region:
International
Autor:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
63
Since our last House View in June, the economic and market outlook has deteriorated dramatically. We are in the midst of a historic bursting of the bond bubble, and a once-in-a-generation equity revaluation, combined with a sustained flight into the USD. The latter has been driven by geopolitical consideration as well as the failure of the ECB and the BoE to act as decisively on inflation as the Fed. Our street-leading prediction of a US recession by end-2023 has become increasingly mainstream, and we also expect the Euro Area and German economy to contract by at least -2% and -3% respectively next year. [mehr]

Long-Term Asset Return Study 2022: How we got here and where we're going…

28. September 2022
Region:
International
Autor:
Adrian Cox, Henry Allen, Jim Reid, Luke Templeman
Thematic Research
64
In a new annual report ‘Long-term asset return study 2022: How we got here and where we’re going…..’ our thematics team explore 2022, which has been one of the toughest years for financial markets in decades. Bonds and equities are declining in unison, and we are now in the first global bear market for government bonds in 70 years. Read an extract touching on these themes, but with the main report focusing on how we got into the perilous economic, social and political situation in which we find ourselves today. Clients of Deutsche Bank Research can access the full report here. [mehr]

Video: The Brand Wagon

22. September 2022
Region:
International
Autor:
Mitch Collett
dbInSights - public
65
We believe Consumer Staples companies are defined by the health and strength of their brands. As a result, we’ve just published a major piece of research which we call ‘the Brand Wagon’. In the report we analyse A&P investment over the last 25 years for the 26 largest Consumer Staples companies we cover in both Europe and the US.

This analysis allows us to assess how company investment in brands affects both financial and share price performance over the long term. We also look at how changing media consumption habits are impacting the way Consumer Staples companies build brands and whether the shift to digital versus traditional is making marketing investment cheaper or more effective. [mehr]

Video: Private Equity?

22. September 2022
Region:
International
Autor:
Ganchi Zhang
dbInSights - public
66
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. [mehr]

Trading asset turnover

14. September 2022
Region:
International
Autor:
Galina Pozdnyakova, Luke Templeman
Corporate Bank Research
69
The two big drivers of corporate returns over the last decade have been upended in 2022. Specifically, corporates can no longer rely on higher debt or fatter profit margins as they have done post-financial crisis. Instead, to increase returns on equity, they might need to focus on generating more sales from existing assets - in other words, boost their asset turnover. [mehr]

Q&A with Tim Rokossa

9. September 2022
Region:
International
Autor:
Tim Rokossa
Q&A with
70
‘Q&A with’ speaks to Tim Rokossa, Head of Company Research, Germany and Head of Autos Research. Tim and his team have just been ranked No.1 in the Institutional Investor’s 2022 All-Europe Research Team. Tim shares his outlook on what’s next for the automotive sector as it faces numerous challenges. [mehr]

Alternative proteins – the renewables of food?

9. September 2022
Region:
International
Thema:
Branchen und Ressourcen, Nachhaltigkeit
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
71
New Podzept Podcast. The big bust in share prices of Alternative Food stocks has echoes of the dot.com boom & bust in 2000. Yet, just as the bursting of the tech bubble did not stop the inevitable development and adoption of technology, Deutsche Bank Research see the Food Tech revolution as likely continuing despite the cooling of last year’s market euphoria. Olga Cotaga and Luke Templeman, both Thematic Research Analysts, discuss the growth potential in the industry as it continues to simmer, but with the potential to change food as we know it. [mehr]

Video: Gap Factor Premium

18. August 2022
Region:
International
Autor:
Blaz Zlicar
dbInSights - public
72
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. [mehr]
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