Globale Suche - Deutsche Bank Research

27. April 2022

What’s in the tails? Why the coming recession will be worse than expected

Region:

International

Thematic Research

Autor:

David Folkerts-Landau, Jim Reid, Peter Hooper

PDF 144k

We are undergoing a paradigm shift in macroeconomics. Consensus forecasts have been consistently wrong over the last decade, and over the last couple of years alone they underestimated the scale of the pandemic rebound, the inflationary impact of the stimulus packages, and the fact they weren’t transitory. [mehr]

27. April 2022

Key takeaways from the ESG Conference

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Deutsche Bank Research recently hosted its second annual Global ESG conference in March of this year. The purpose of the virtual event was to enable corporate & investor engagement on sustainability strategies. In addition to corporate presentations and meetings, Michael Bloomberg, UN Secretary-General’s Special Envoy for Climate Ambition and Solutions and Chair of the Task Force on Climate-related Financial Disclosures served as the keynote speaker. Featured sessions included Nike's Sustainabilty team and Mastercard's Shamina Singh, Founder & President of the Center for Inclusive Growth. [mehr]

26. April 2022

Q&A with Emmanuel Papadakis

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We talk to Emmanuel Papadakis, European Head of Biopharma. Emmanuel explains how Covid has impacted the biopharmaceutical industry and how R&D productivity remains a challenge. [mehr]

26. April 2022

Deutscher Immobilienmarkt: Zinsschock könnte Inflationsschutz auffressen

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Oftmals wird das aktuelle Wirtschaftsumfeld mit den 1970er Jahren verglichen. Es gibt viele Parallelen: Hohe Rohstoffpreise, lockere Fiskalpolitik, eine lockere Geldpolitik und Kriege. Damals konnte die hohe Inflation – in Deutschland von durchschnittlich 5% pro Jahr – erst mit dem Zinsschock Anfang der 1980er Jahre eingefangen werden. Auch jetzt könnte die in Aussicht gestellte Geldpolitik, die die Zinsen wohl nur leicht über ihr neutrales Niveau bringen dürfte, eventuell nicht ausreichen, die Inflation unter Kontrolle zu bringen. Für Kapitalanleger drohen damit deutlich höhere Zinsen und eine Neubewertung. [mehr]

25. April 2022

Video: Internet sector

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From Meal kits to Food Delivery, Online Cars to Online Fashion, Real Estate Classifieds to Travel Marketplaces, Deutsche Bank Research differentiates their work with the use of primary research to give further weight to recommendations. Watch video for more. [mehr]

22. April 2022

Prepare for a hard landing

Region:

International

The House View - Snapshot

Autor:

Henry Allen, Jim Reid, Marion Laboure

PDF 337k

The storm clouds over the global economy have darkened dramatically. Russia’s invasion of Ukraine has led to fundamental questions about Europe’s dependence on Russian energy and the continent’s geopolitical stability. It has also significantly pushed up commodity prices, exacerbating above-target inflation, and creating a serious risk that longer-term expectations become unanchored. [mehr]

21. April 2022

Immobilienpreise: Korrektur wahrscheinlich

Region:

Deutschland, International

Podzept (Podcast-Reihe)

Thema:

Immobilien

Autor:

Hanswolf Hohn, Jochen Möbert

Anhören Audio 46M

Die Preise für Wohnraum sind in den vergangenen zehn Jahren rasant gestiegen. Besonders in deutschen Großstädten explodierten die Hauspreise. Doch damit könnte bald Schluss sein, sagt Jochen Möbert in der neuen Ausgabe von Podzept. [mehr]

21. April 2022

Q&A with Nizla Naizer

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‘Q&A with’ we talk to Nizla Naizer, whose research focuses on the media and online sector. Nizla talked to us about the different sectors she covers, what internet companies think about inflation and online subscription wallets. [mehr]