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Video: Global ESG Conference 2023

22. März 2023

Video: Global ESG Conference 2023

Region:
International
dbInSights - public
Thema:
Nachhaltigkeit
Autor:
Debbie Jones
Video ansehen 
Deutsche Bank Research recently hosted their 3rd annual Global ESG Conference. This year’s event was a hybrid virtual & in-person event with a Climate and Security day in New York focused on infrastructure and supply chain security, energy security, agriculture & biodiversity, as well as global cooperation & competition. [mehr]

Weitere Dokumente zum Thema "International"

458 (33-44)
    

Is disinflation different this time around?

26. Juli 2023
Region:
International
Autor:
Matthew Luzzetti, Peter Hooper
Thematic Research
35
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [mehr]

Die Uhr tickt

23. Juni 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
38
Wir vertreten bereits seit zwei bis drei Jahren die Auffassung, die USA bewegten sich auf den ersten durch politische Entscheidungen ausgelösten Boom-Bust-Zyklus seit mindestens vier Jahrzehnten zu. Die Hauptursache für die aktuellen Inflationsraten ist vor allem in einer expansiven Fiskal- und Geldpolitik zu suchen, und inzwischen werden die Zinsen aggressiv angehoben, um den Preisauftrieb unter Kontrolle zu bringen. Es wäre eine historisch einmalige Leistung, wenn eine harte Landung vermieden würde. [mehr]

Can AI replace humans in thematic investing?

22. Juni 2023
Region:
International
Autor:
Ganchi Zhang
Thematic Research
39
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]

Video: Precious metals handbook

20. Juni 2023
Region:
International
Autor:
Michael Hsueh
dbInSights - public
40
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]

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]

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

15. Juni 2023
Region:
International
Autor:
Ganchi Zhang
dbInSights - public
42
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]

The clock is ticking

15. Juni 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
The House View - Snapshot
44
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]
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