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1192 (71-80)
Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
April 6, 2023

European banks: Solid fundamentals

71
Talking Point
Topic:
Banking and financial markets
Analyst:
Jan Schildbach
Region:
Europe
Recent wobbles in US and European banking markets have been triggered by idiosyncratic issues at some institutions and broader uncertainty about the impact of central banks’ monetary tightening. However, capital and liquidity levels of the banking industry in Europe continue to be very robust. In addition, asset quality and profitability are the strongest since the financial crisis 15 years ago. Nevertheless, the market tensions are likely to result in banks tightening lending conditions for the private sector further and they could fuel discussions about the effectiveness and potential adjustments of some regulations. [more]
March 31, 2023

Energy Transition Monitor #1 – what, when and how

72
Germany Blog
Topic:
Economic and european policy, Sectors and resources
Analyst:
Eric Heymann, Marion Mühlberger
Region:
Germany
In the first edition of our Energy Transition Monitor, we take stock of the current speed of renewables rollout, e-car uptake, heat-pump installations, and energy infrastructure build-up (e.g., regarding hydrogen) in Germany. We then analyse existing bottlenecks for reaching envisaged targets for 2030. Finally, we provide an update of current policy action aimed at mitigating those bottlenecks, both at the EU and national level, and potential implications of these policy measures on investment spending (private and public). [more]
March 27, 2023

Video: Intraday seasonality

73
dbInSights - public
Analyst:
Blaz Zlicar, Rohini Grover
Region:
International
Thematic:
Video on public homepage/video section, Videos on public dbInsights page englisch
In a new report Rohini Grover, FX and Blaz Zlicar, QIS revisit intraday seasonality in currency markets, combining fundamental with quantitative analysis, and providing fresh insights into origins and statistical robustness of this market anomaly. Their results have implications for both intraday execution and development of standalone alpha strategies. Stay tuned for further insights on the topic, in the meantime watch this video. [more]
March 22, 2023

Video: Global ESG Conference 2023

75
dbInSights - public
Topic:
Sustainability
Analyst:
Debbie Jones
Region:
International
Thematic:
ESG - Media block document, ESG - Video Collection, Teams page doc (snippet), Video on public homepage/video section, Videos on public dbInsights page englisch
Deutsche Bank Research recently hosted their 3rd annual Global ESG Conference. This year’s event was a hybrid virtual & in-person event with a Climate and Security day in New York focused on infrastructure and supply chain security, energy security, agriculture & biodiversity, as well as global cooperation & competition. [more]
March 21, 2023

AI & The Five Ws: Why, What, Who, When, Where?

76
Thematic Research
Analyst:
Adrian Cox, Marion Laboure
Region:
International
Thematic:
AI 2 - Thematic Research, Thematic
Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]
March 21, 2023

Reshoring's impact on markets and economies

77
Podzept (Podcast series)
Analyst:
Luke Templeman, Olga Cotaga
Region:
International
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]
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