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16 themes driving markets and economies

23. Februar 2023

16 themes driving markets and economies

Region:
International
Thematic Research
Autor:
Luke Templeman
PDF 326k
Identifying the big themes driving markets and economies is one thing, but more critical is to incorporate their impact into investment and corporate decisions. Luke Templeman, Thematic Research Analyst, provides a one-page summary of the 16 global themes he believes most cross corporates, economies, and markets. [mehr]

Weitere Dokumente zum Thema "International"

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AI in action: where is the smart money going?

7. Juni 2023
Region:
International
Autor:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Podzept (Podcast series)
31
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [mehr]

Video: Products in the quant FX space

31. Mai 2023
Region:
International
Autor:
Rohini Grover
dbInSights - public
33
With the rapid advancements in technology and the increasing availability of high-quality data, quantitative FX research is becoming more sophisticated, allowing financial institutions and investors to make more informed decisions and navigate the complex and volatile foreign exchange markets. In a new video Rohini Grover, FX strategist, provides an overview of Deutsche Bank Research’s offerings in the FX quant space.

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Can AI help high-labour firms to boost returns?

30. Mai 2023
Region:
International
Autor:
Adrian Cox, Luke Templeman, Olga Cotaga
Podzept (Podcast series)
34
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [mehr]

Video: Why dbResearch is focusing on AI and chatbots

25. Mai 2023
Region:
International
Autor:
Adrian Cox
dbInSights - public
35
Artificial Intelligence has been a sizzling hot topic since ChatGPT was launched at the end of November. For once, the hype may be (almost) justified. At Deutsche Bank Research, we thought it was time to take a step back to give a clear perspective for investors and businesses, and to dig into what the latest flavour of AI, Generative AI, will really mean for our future. [mehr]

Can AI save high-labour firms?

24. Mai 2023
Region:
International
Autor:
Luke Templeman, Olga Cotaga
Thematic Research
38
Companies with a large number of employees have a big problem. Quite simply, they fail to extract as much value from each staff member as do low-staff firms. Indeed, labour-intense firms tend to have a lower market cap, thinner margins, and lower growth rates.
AI may be the way forward. In this piece, we argue that AI will make workers more productive, particularly in high-staff firms. The reason is that the profitability of high-staff firms has the highest leverage to the performance of their labour force. AI will help upskill them and streamline repetitive and mundane tasks that are more prevalent in high-staff companies. [mehr]

Generative AI and ChatGPT 101

23. Mai 2023
Region:
International
Autor:
Adrian Cox
Thematic Research
39
Next week will mark six months since the launch of ChatGPT, the chatbot based on OpenAI’s GPT-3.5 large language model. There has been an extraordinary flurry of launches, hype and activity since then. Even in the past week, OpenAI, Google and Meta announced fresh products, OpenAI’s CEO testified in Congress, and the G7 called for “guardrails” on AI, among many other developments. [mehr]

Generative AI represents a turning point for humanity - for better and for worse

22. Mai 2023
Region:
International
Autor:
David Folkerts-Landau
Thematic Research
40
The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [mehr]

Video: Traditional Value and Quality investing

22. Mai 2023
Region:
International
Autor:
Clayton Gillespie
dbInSights - public
41
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]
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