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Video: Traditional Value and Quality investing

22. Mai 2023

Video: Traditional Value and Quality investing

Region:
International
dbInSights - public
Autor:
Clayton Gillespie
Video ansehen 
Traditional Value and Quality investing is well understood, but how well does it translate to financial firms? In this video analyst Clayton Gillespie discusses the quant team’s latest research, which uses accounting, valuation and corporate finance insights to generate appropriate alphas for financial firms. Together they generate Value and Quality strategies that exhibit robust through-cycle behaviour and combine well with Value and Quality factors in the rest of the universe. [mehr]

Weitere Dokumente zum Thema "International"

438 Dokumente
    

Montags-Marktcall vom 25. September 2023

25. September 2023
Region:
International
Autor:
Stefan Schneider
Montags-Marktcall
1
Nachdem die EZB vorletzte Woche ihren Einlagenzinssatz noch einmal angehoben hat, scheint bei den großen Zentralbanken der Welt der Zinsgipfel erreicht zu sein. Fed, BoE und SNB ließen letzte Woche ihre Zinsen unverändert, obwohl die Märkte bei den letzteren beiden Erhöhungen erwartet hatten. Einzig bei der BoJ, die letzte Woche ihre Geldpolitik ebenfalls nicht änderte, könnte irgendwann doch noch ein Ende der negativen Zinsen und der Kontrolle der Zinsstrukturkurve auf die Tagesordnung kommen. [mehr]

The History (and Future) of Recessions

20. September 2023
Region:
International
Autor:
Galina Pozdnyakova, Henry Allen, Jim Reid
Thematic Research
4
The word “recession” has been one of the most widely used in markets over the last 12 months. In their annual Long-Term Asset Return Study, Jim Reid, Henry Allen and Galina Pozdnyakova focus on understanding what history tells us about the frequency, depth and duration of recessions, along with what causes them using cycle data stretching back to 1700. The team also takes a look at their impact on asset prices, and the likely shape of them going forward. [mehr]

Video: AI and six themes

19. September 2023
Region:
International
Autor:
Adrian Cox
dbInSights - public
5
The excitement around Artificial Intelligence that had been building since OpenAI’s launch of ChatGPT at the end of last year cooled off slightly over the past couple of months. Investors, entrepreneurs and analysts went to the beach, the media focused on time-honoured summer themes including season stories, and students took time off from writing essays using chatbots. Adrian Cox highlight six themes you missed while you were at the beach. Visit our dedicated AI website for more www.dbresearch.com/ai [mehr]

Montags-Marktcall vom 18. September 2023

18. September 2023
Region:
International
Autor:
Jochen Möbert
Montags-Marktcall
6
Die Zentralbanken stehen diese Woche klar im Fokus. Die Finanzmärkte sind dabei, den etwas überraschenden Zinsschritt der EZB vom letzten Donnerstag zu verdauen. Diese Woche werden die Federal Reserve Bank, die Bank of England und die Bank of Japan ihre Entscheidungen verkünden. Trotz der weiteren geldpolitischen Straffung dürfte die Inflation noch einige Zeit deutlich über dem 2%-Ziel der Zentralbanken liegen [mehr]

Assets that haven't moved yet

12. September 2023
Region:
International
Autor:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
8
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [mehr]

Montags-Marktcall vom 11. September 2023

11. September 2023
Region:
International
Autor:
Marc Schattenberg
Montags-Marktcall
9
Die EZB dürfte ihre Leitzinsen am Donnerstag unverändert lassen. Es wird aber interessant, wie „hawkish“ die Pressekonferenz ausfallen wird und insbesondere, wie die Inflations- und Konjunkturrisiken kommentiert werden. Im Vorfeld der am 20. September anstehenden Fed-Sitzung dürften unter anderem die August-Daten zu den US-Verbraucher- und Erzeugerpreisen erhöhte Aufmerksamkeit bekommen. Wir es um die chinesische Konjunktur steht, werden am Freitag die Meldungen zur Industrieproduktion und zu den Einzelhandelsumsätzen für den August näher beleuchten. [mehr]

Q&A with Anna Friedemann

7. September 2023
Region:
International
Autor:
Anna Friedemann
Q&A with
10
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania.
In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [mehr]

Video: Latest US consumer price report

14. August 2023
Region:
International
Autor:
Brett Ryan
dbInSights - public
12
US inflation ticked up slightly in July as widely expected, but the broad moderating trend since a year ago appears to still be in place. What does it mean for the Federal Reserve and hopes for a soft landing? For this and more, please check out our latest video with Deutsche Bank’s senior US economist Brett Ryan and Americas Communications head Brian Blackstone. [mehr]
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