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1147 (121-130)

M&A, Resilience amidst a slowdown

June 20, 2022
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Corporate Bank Research
121
With a tumultuous first half of 2022 almost over, we are making a contrarian call for the second half. Specifically, we believe that although M&A will slow compared with last year, it will be more resilient than the drop so far in 2022 would suggest. To support this, we have identified several post-covid themes that are motivating corporates and private capital to make acquisitions. [more]

Investing during Stagflation: What happened in the 1970s

June 15, 2022
Analyst:
Henry Allen, Jim Reid
Thematic Research
122
With growing fears that we’re heading for stagflation, investors are increasingly asking how they should be positioning for such an environment. Unfortunately, the headline takeaways from the 1970s are pretty bad – in real terms it was a terrible decade for equities and bonds across multiple countries. Whilst this decade is young, and the high inflation has only been around for just over a year so far, we can already see similar patterns between how different assets performed in the 1970s and how they’ve been doing today. [more]

Deutsche Bank Research hosts 25th dbAccess German Corporate Conference

May 31, 2022
Region:
Germany
Analyst:
Tim Rokossa
Thematic Research
127
Deutsche Bank Research last week hosted its annual dbAccess German Corporate Conference for the 25th time. Joining the event this year were 300 participants, 70 of them attendees from top German blue-chip companies, representing around two thirds of the DAX index. There were more than 1,000 meeting requests between corporates and investors at the conference. [more]

Q&A with Mark Wall

May 27, 2022
Region:
International
Analyst:
Mark Wall
Q&A with
128
In a new ‘Q&A with’ Mark Wall, Chief Economist Europe, shares his views on an immediate threat of contraction in Europe, how soon ECB will hike rates and how far ECB rates will rise. [more]

Q&A with Yi Xiong

May 23, 2022
Region:
International
Analyst:
Yi Xiong
Q&A with
129
In a new ‘Q&A with’ Yi Xiong, Chief Economist, Asia reviews China’s recent economic performance and shares his insights on what policy makers need to do to stabilize the economy. [more]

Struggling with the historic watershed

May 20, 2022
Region:
Germany
Topic:
Banking and financial markets, Economic and european policy, Macroeconomics, Sectors and resources
Analyst:
Barbara Boettcher, Eric Heymann, Heike Mai, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider
Focus Germany
130
In this edition of Focus Germany we look at the cyclical, short-term challenges brought about by the Ukraine war with regard to growth, inflation and public finances. We also analyse the more structural longer-term challenges, such as reducing the countries’ energy dependence on Russia and the governing coalition’s efforts to integrate new priorities precipitated by the historic watershed into its already very ambitious agenda. [more]
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