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Can AI replace humans in thematic investing?

22. Juni 2023

Can AI replace humans in thematic investing?

Region:
International
Thematic Research
Autor:
Ganchi Zhang
PDF 209k
Artificial intelligence (AI) is rapidly changing the way investments are made, including thematic investing. In a new report by the quantitative research team, they provide a comprehensive framework for using AI in active thematic investing. AI can not only identify the ever-changing market drivers but also help make informed investment decisions with diverse exposure. [mehr]

Weitere Dokumente zum Thema "International"

458 (11-22)
    

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

25. Oktober 2023
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti, Matthew Raskin
Podzept (Podcast series)
14
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more. [mehr]

PRI Conference: Top 8 takeaways

24. Oktober 2023
Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Punyadip Cheema
Thematic Research
15
Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). This event is one of the leading global sustainability conferences as it attracts influential asset owners, leading asset managers, regulators and industry professionals. Our Top 8 takeaways below are based on insights from conference panels we attended and discussions with attendees. [mehr]

Ein wolkiger Berggipfel

23. Oktober 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
16
In den letzten Monaten haben sich die Argumente für eine weiche Landung in den USA mehr und mehr verdichtet, da die Inflation gesunken ist, ohne dass es zu großen Spannungen auf dem Arbeitsmarkt gekommen ist. Gleichzeitig wird die Weltwirtschaft nun von mehreren Gegenwinden getroffen, und das Umfeld ist fragil, da die Renditen für Staatsanleihen weltweit mehrjährige Höchststände erreicht haben. [mehr]

Q&A with Amy Yang

5. Oktober 2023
Region:
International
Autor:
Amy Yang
Q&A with
21
In a new ‘Q&A with’ our US economist Amy Yang speaks about her role, highlighting how economists analyse data and closely track the Fed’s communication to forecast economic conditions. Regarding the economy, she outlines the team’s anticipation of a mild recession in early 2024, even amidst an enhanced likelihood of a soft landing. [mehr]

The Future of Money

29. September 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Marion Laboure
Thematic Research
22
The past decade has challenged our understanding of money as payment alternatives and new forms of currency entered our everyday lives. Digital assets such as Bitcoin have captured the spotlight, but we believe it will be central bank digital currencies (CBDCs) that will prevail. And yet, even as the transition to digital payments continues, cash does not face extinction. [mehr]
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