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Globale Suche

1909 (121-130)
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Sonderthemen
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29. September 2022

Shipwrecked

121
The House View - Snapshot
Autor:
Henry Allen, Jim Reid, Marion Laboure
Region:
International
Since our last House View in June, the economic and market outlook has deteriorated dramatically. We are in the midst of a historic bursting of the bond bubble, and a once-in-a-generation equity revaluation, combined with a sustained flight into the USD. The latter has been driven by geopolitical consideration as well as the failure of the ECB and the BoE to act as decisively on inflation as the Fed. Our street-leading prediction of a US recession by end-2023 has become increasingly mainstream, and we also expect the Euro Area and German economy to contract by at least -2% and -3% respectively next year. [mehr]
28. September 2022

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

122
Thematic Research
Autor:
Adrian Cox, Henry Allen, Jim Reid, Luke Templeman
Region:
International
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]
27. September 2022

Video: European Energy Crisis 101

123
dbInSights - public
Autor:
Adrian Cox
Region:
Europa
Energy prices have gone through the roof. Does Europe have enough gas to get through the winter? Adrian Cox explores how Europe has been on a breakneck drive to fill up its gas storage reservoirs this summer, piping gas in from Norway and the UK and shipping LNG from America. But will that be enough? Watch this new video to find out more. [mehr]
27. September 2022

German economy: Out in the cold

124
Focus Germany
Thema:
Branchen und Ressourcen, Makroökonomie, Wirtschafts- und Europapolitik
Autor:
Eric Heymann, Jochen Möbert, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider
Region:
Deutschland
German economy: Out in the cold. The real income and confidence shock resulting from the NS1 shutoff as well as the negative real wealth shock of some EUR 1.5 tn will likely send private consumption into a tailspin in 2023. Surging uncertainty and the energy shock causing a slump in competitiveness and profits will put a brake on corporate investment spending, in our opinion. The three fiscal packages and a probable additional one will likely not prevent a GDP slump. Together with a weaker global outlook, we expect the loss in final domestic demand to result in a GDP drop of 3% to 4% in 2023, after an increase of around 1% in 2022. [mehr]
22. September 2022

Video: The Brand Wagon

125
dbInSights - public
Autor:
Mitch Collett
Region:
International
We believe Consumer Staples companies are defined by the health and strength of their brands. As a result, we’ve just published a major piece of research which we call ‘the Brand Wagon’. In the report we analyse A&P investment over the last 25 years for the 26 largest Consumer Staples companies we cover in both Europe and the US.

This analysis allows us to assess how company investment in brands affects both financial and share price performance over the long term. We also look at how changing media consumption habits are impacting the way Consumer Staples companies build brands and whether the shift to digital versus traditional is making marketing investment cheaper or more effective. [mehr]
22. September 2022

Video: Private Equity?

126
dbInSights - public
Autor:
Ganchi Zhang
Region:
International
Do you have Private Equity in your portfolio and worry about illiquidity and valuation markdowns?

In this new video, Ganchi Zhang from our Quantitative Investment Solutions Research team summaries how our PE replication framework harnesses a better liquidity and risk profile. [mehr]
14. September 2022

Trading asset turnover

129
Corporate Bank Research
Autor:
Galina Pozdnyakova, Luke Templeman
Region:
International
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]
14. September 2022

The end of negative ECB interest rates: German banks reduce their vault cash

130
Chart in Focus
Thema:
Banken und Finanzmärkte
Autor:
Heike Mai
Region:
Deutschland
On July 21, the ECB announced that it would raise the interest rate on the deposit facility from -0.5% to 0%, effective July 27. By the end of that very month, banks in Germany had reduced their stock of banknotes and coins by a record EUR 11 billion. There is much to suggest that they will continue to reduce their non-interest-bearing cash holdings, as the ECB interest rate will rise further to 0.75% in mid-September. [mehr]
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