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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"

460 (61-72)
    

Video: Traditional Value and Quality investing

22. Mai 2023
Region:
International
Autor:
Clayton Gillespie
dbInSights - public
61
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]

Video: Deutsche Bank’s Chief US Economist breaks down the FOMC meeting

4. Mai 2023
Region:
International
Autor:
Matthew Luzzetti
dbInSights - public
66
As usual, all eyes were on the Federal Reserve when it met on interest rates Wednesday. But unlike other meetings over the past year, there was a different twist this time: has the central bank reached the end of rate increases after an aggressive tightening cycle? Please watch Deutsche Bank’s chief US economist Matthew Luzzetti break down the decision, and path forward, with our Americas communications head Brian Blackstone. [mehr]

Making Sense of Space: Having Ears in the Sky

26. April 2023
Region:
International
Autor:
Edison Yu
Podzept (Podcast series)
67
In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns. [mehr]

The Future of Payments: Series 4 - Part III. Bye-bye cash, hello digital payments

25. April 2023
Region:
International
Thema:
Digital
Autor:
Cassidy Ainsworth-Grace, Marion Laboure, Nejati Nooshin
Corporate Bank Research
68
We dig into how the world of payments is moving away from cash towards digital payments. This structural shift from cash to digital payments is expected to continue in 2023 with further evolution of digital IDs and digital wallets. Amid a macro slowdown, we expect financial solutions offered by non-financial firms, such as embedded financing, to play a major role in the further adoption of digital payments. [mehr]

Q&A with Rohini Grover

17. April 2023
Region:
International
Autor:
Rohini Grover
Q&A with
71
In a new ‘Q&A with’ Rohini Grover, FX strategist, talks about systematically trading in currency markets. She also gives an overview of other products offered in the FX quant space and shares her insights on delivering more robust products to clients. [mehr]

AI & The Five Ws: Why, What, Who, When, Where?

11. April 2023
Region:
International
Autor:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Podzept (Podcast series)
72
Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors. [mehr]
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