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1119 (111-120)

European banks: On robust footing in turbulent times

April 29, 2022
Region:
Europe
Topic:
Banking and financial markets
Analyst:
Jan Schildbach
Talking Point
111
Like the real economy, the European banking sector is facing headwinds due to Russia’s war in Ukraine. Nevertheless, balance sheets and profitability are strong; indeed, 2021 was banks’ most successful year since the financial crisis and capital ratios are at record highs. And while loan loss provisions may now rise from unusually low levels, net interest income should also benefit considerably from higher interest rates as central banks combat surging inflation. However, both geopolitical and macroeconomic policy uncertainty remain remarkably high. [more]

Q&A with Silvia Cuneo

April 28, 2022
Region:
International
Analyst:
Silvia Cuneo
Q&A with
112
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. [more]

Key takeaways from the ESG Conference

April 27, 2022
Region:
International
Topic:
Sustainability
Analyst:
Debbie Jones
Thematic Research
114
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. [more]

dbSustainability Spotlight: Will defence and nuclear pivot to ESG?

April 27, 2022
Region:
International
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman
dbSustainability
116
Recent geopolitical events present an ESG conundrum. In Europe, exclusions for nuclear and defence were at their highest heading into the Ukraine crisis, which led to a debate regarding the social merit of certain defence capabilities and nuclear energy exposure. In our view, the debate will contribute to more inclusive approaches from asset managers regarding ESG investing strategies. This aligns with themes we heard at our Global ESG conference in early March. [more]

Video: Internet sector

April 25, 2022
Region:
International
Analyst:
Nizla Naizer
dbInSights - public
118
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. [more]

Prepare for a hard landing

April 22, 2022
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
119
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. [more]

Q&A with Nizla Naizer

April 21, 2022
Region:
International
Analyst:
Nizla Naizer
Q&A with
120
‘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. [more]
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