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QA with Silvia Cuneo

28. April 2022

Q&A with Silvia Cuneo

Region:
International
Q&A with
Autor:
Silvia Cuneo
Online PDF 130k
Silvia Cuneo, Online Food Delivery and Marketplaces Analyst, provides insights whether or not food delivery is still popular now that restaurants have reopened, if delivery fee matter and if grocery delivery is a threat or opportunity. [mehr]

Weitere Dokumente zum Thema "International"

460 (121-132)
    

Q&A with Tim Rokossa

9. September 2022
Region:
International
Autor:
Tim Rokossa
Q&A with
121
‘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]

Alternative proteins – the renewables of food?

9. September 2022
Region:
International
Thema:
Branchen und Ressourcen, Nachhaltigkeit
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
122
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]

Video: Gap Factor Premium

18. August 2022
Region:
International
Autor:
Blaz Zlicar
dbInSights - public
123
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
124
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]

Stablecoins und DeFi: Härtetest bestanden?

26. Juli 2022
Region:
International
Thema:
Banken und Finanzmärkte, Digital
Autor:
Heike Mai
Aktueller Kommentar
125
Stablecoins und das DeFi-Ökosystem haben derzeit einen schweren Stand. Aktuell setzt die restriktivere Geldpolitik die Krypto-Bewertungen unter Druck. Dadurch dürfte sich jedoch zeigen, welche Dienste einen echten Mehrwert für die Kunden bieten. In der Tat haben die führenden besicherten Stablecoins den Sturm recht gut überstanden. Es muss zwar mit weiteren Verlusten gerechnet werden, aber das Ökosystem wird vermutlich konsolidiert und gut positioniert für weiteres Wachstum aus der Krise hervorgehen. [mehr]

Is the US already in a recession?

15. Juli 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
126
Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on. [mehr]

Q&A with Matthew Luzzetti

11. Juli 2022
Region:
International
Autor:
Matthew Luzzetti
Q&A with
127
In a new ‘Q&A with’ Matthew Luzzetti, Chief US Economist shares his insights on whether the US Economy is already in a recession, and if it isn’t when one is expected and how the Fed is likely to respond to the conflicting signals from inflation and growth. [mehr]

Video: Academic Insights

7. Juli 2022
Region:
International
Autor:
Caio Natividade
dbInSights - public
129
The quant team's 'Academic Insights' report discusses the most relevant, recently published academic papers on various topics related to quantitative investing as sourced by Deutsche Bank Research analysts. The latest edition, which features over 70 studies and podcasts, includes climate research, digital assets, intangibles, inflation, tail risk hedging and diversification. Watch this latest video with Caio Natividade to find out what stands out. [mehr]
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