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QA with Amalie Zdravkovic

25. April 2023

Q&A with Amalie Zdravkovic

Region:
International
Q&A with
Autor:
Amalie Zdravkovic
Online PDF 111k
In a new Q&A, recent graduate joiner Amalie Zdravkovic, sets out her background, how her role is helping her to develop professional skills and what she sees as the main challenge facing the insurance industry. [mehr]

Weitere Dokumente zum Thema "International"

458 (41-52)
    

Precious Metals: The foundations of price formation

20. Juni 2023
Region:
International
Autor:
Michael Hsueh
Thematic Research
41
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves. [mehr]

The clock is ticking

15. Juni 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
The House View - Snapshot
42
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [mehr]

Video: Quantcraft: Can AI replace humans in thematic investing?

15. Juni 2023
Region:
International
Autor:
Ganchi Zhang
dbInSights - public
43
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [mehr]

World outlook: The waiting game...

13. Juni 2023
Region:
International
Autor:
Jim Reid, Mark Wall, Matthew Luzzetti
Podzept (Podcast series)
46
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]

World Outlook: The Waiting Game…

7. Juni 2023
Region:
International
Autor:
David Folkerts-Landau, Jim Reid
Thematic Research
47
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]

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)
48
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
51
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.

[mehr]

Can AI help high-labour firms to boost returns?

30. Mai 2023
Region:
International
Autor:
Adrian Cox, Luke Templeman, Olga Cotaga
Podzept (Podcast series)
52
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]
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