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Video: Finding Rich and Cheap in Fixed Income Markets

8. Juni 2022

Video: Finding Rich and Cheap in Fixed Income Markets

Region:
International
dbInSights - public
Autor:
Caio Natividade
Video ansehen 
In this video, Caio Natividade summarises our Value factor for interest rate markets. The research, first introduced in 2020 and now available as information-based strategy on Bloomberg, shows how reversion and fundamental valuations can be combined into one strategy that complements other traditional style factors. [mehr]

Weitere Dokumente zum Thema "International"

458 (111-122)
    

The next EM crisis is here

12. Oktober 2022
Region:
International
Autor:
Anthony Wong, Drausio Giacomelli, Michael Spencer
Thematic Research
111
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
112
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
113
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: Private Equity?

22. September 2022
Region:
International
Autor:
Ganchi Zhang
dbInSights - public
114
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]

Video: The Brand Wagon

22. September 2022
Region:
International
Autor:
Mitch Collett
dbInSights - public
115
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]

Trading asset turnover

14. September 2022
Region:
International
Autor:
Galina Pozdnyakova, Luke Templeman
Corporate Bank Research
118
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]

Alternative proteins – the renewables of food?

9. September 2022
Region:
International
Thema:
Branchen und Ressourcen, Nachhaltigkeit
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
119
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]

Q&A with Tim Rokossa

9. September 2022
Region:
International
Autor:
Tim Rokossa
Q&A with
120
‘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]

Video: Gap Factor Premium

18. August 2022
Region:
International
Autor:
Blaz Zlicar
dbInSights - public
121
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]

Q&A with Mallika Sachdeva

28. Juli 2022
Region:
International
Autor:
Malika Sachdeva
Q&A with
122
In a new ‘Q&A with’ Mallika Sachdeva, Asia Macro Strategist, introduces a newly launched Deutsche Bank’s Asia Corporate Newsletter, what market environments corporates are likely to face in the coming quarter and what the longer-term themes most pressing for corporates are. [mehr]
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