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Luke Templeman

Macro Stratege

Macro Research

Adresse:
Deutsche Bank AG, Filiale London
Infra. - CEO / Research
Winchester House, 1 Great Winchester Street
EC2N 2DB London

Kontakt
Deutsche Bank Research

Analysen und Studien von Luke Templeman

98 Dokumente
    
21. März 2023

Reshoring's impact on markets and economies

Region:
International
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
1
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [mehr]
24. Februar 2023

16 themes driving markets and economies

Region:
International
Autor:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
2
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [mehr]
7. Dezember 2022

Top 10 themes for 2023

Autor:
Luke Templeman
Thematic Research
4
People often ask me how we choose our themes of the year ahead. It is not a hard science, but there is a framework we use. It starts by asking the following question: “What policies and developments in the economic, business, and political world are unsustainable, and what will it take for them to become sustainable?”. [mehr]
23. November 2022

Top 8 notable takeaways from COP27

Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Tejasvini Viraj
Thematic Research
5
Overall, was COP27 a success or failure? The answer likely depends on your expectations going into the conference. The event took place against a difficult geopolitical backdrop, rising inflation and an energy security crisis that some nations interpret as support for energy diversification strategies that align with fossil fuel growth. In a recent dbSustainability report the team discuss top 8 takeaways from COP27. [mehr]
9. November 2022

COP27: What to expect

Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Tejasvini Viraj
Thematic Research
7
The next iteration of UNFCC’s Conference of Parties, COP 27 is taking place in Egypt. As part of the Global South and home to one of world’s most diverse marine life, the location of Sharm-El-Sheikh in Egypt is quite relevant to this year’s conference. The event serves as the United Nation’s (UN) annual Climate Change summit and is intended to bring ~200 countries together to accelerate action towards goals of the Paris Agreement (2015) and limiting global warming to 1.5 degrees above pre-industrial levels. [mehr]
7. November 2022

COP27: Adapting to food inflation Part I

Region:
International
Thema:
Nachhaltigkeit
Autor:
Christian Wietoska, Luke Templeman, Olga Cotaga, Samira Kalla
Thematic Research
8
Amidst the backdrop of rampant food inflation, this year’s COP27 in the Egyptian city of Sharm El-Sheikh (November 6-18) will be critical. That is because food inflation has been stronger than overall inflation. In fact, in March the US hit an inflection point when food and beverages CPI outpaced broader CPI. This is not just a US issue. The food inflation problem is a global phenomenon. [mehr]
28. September 2022

Long-Term Asset Return Study 2022: How we got here and where we're going…

Region:
International
Autor:
Adrian Cox, Henry Allen, Jim Reid, Luke Templeman
Thematic Research
9
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]
14. September 2022

Trading asset turnover

Region:
International
Autor:
Galina Pozdnyakova, Luke Templeman
Corporate Bank Research
10
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]
9. September 2022

Alternative proteins – the renewables of food?

Region:
International
Thema:
Branchen und Ressourcen, Nachhaltigkeit
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
11
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]
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