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Video: Adaboost-inspired machine leaning model

April 28, 2022

Analyst:

181

NLASR, our Adaboost-inspired machine leaning model which we use for alpha combination in equities, has been live for more than a year. [more]

Key takeaways from the ESG Conference

April 27, 2022

Region:

Topic:

Analyst:

182

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]

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

April 27, 2022

Region:

International

Analyst:

David Folkerts-Landau, Jim Reid, Peter Hooper

Thematic Research

183

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. [more]

dbSustainability Spotlight: Will defence and nuclear pivot to ESG?

April 27, 2022

Region:

International

Topic:

Sustainability

Analyst:

Debbie Jones, Luke Templeman

dbSustainability

184

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]

Q&A with Emmanuel Papadakis

April 26, 2022

Region:

International

Analyst:

Emmanuel Papadakis

Q&A with

185

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. [more]

Video: Internet sector

April 25, 2022

Region:

International

Analyst:

Nizla Naizer

dbInSights - public

186

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

187

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

188

‘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]