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1908 (31-40)
11. April 2023

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

Region:
International
Podzept (Podcast series)
Autor:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Anhören Audio 11M
Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors. [mehr]
6. April 2023

European banks: Solid fundamentals

Region:
Europa
Talking Point
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 101k
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. [mehr]
5. April 2023

Deutschland-Monitor Baufinanzierung Q2/2023

Region:
Deutschland
Deutschland-Monitor Baufinanzierung
Thema:
Banken und Finanzmärkte, Immobilien, Makroökonomie
Autor:
Jochen Möbert, Marc Schattenberg
PDF 209k
Das BIP schrumpfte im vierten Quartal und könnte auch im ersten Quartal leicht rückläufig gewesen sein. Vorlaufindikatoren wie das ifo-Geschäftsklima oder der PMI für die Dienstleistungen deuten aber eine Erholung im zweiten Quartal an. Gemischte Signale kommen vom Industriesektor. Wir erwarten im Jahr 2023 eine Stagnation des BIP und eine jahresdurchschnittliche Gesamtinflationsrate von rund 6,1%. Die Preise für Wohnimmobilien fielen in Q4 2022 um 3,6% gegenüber Q4 2021. Die 5-10-jährigen Hypothekenzinsen kletterten von rund 1,2% im Dezember 2021 auf 3,6% im Februar 2023. Für das Jahresende 2023 erwarten wir ebenfalls 3,6%. Aufgrund des starken Zinsanstiegs normalisierte sich die Erschwinglichkeit von Wohneigentum in Deutschland seit Dezember 2021. [mehr]
31. März 2023

Energy Transition Monitor #1 – what, when and how

Region:
Deutschland
Germany Blog
Thema:
Branchen und Ressourcen, Wirtschafts- und Europapolitik
Autor:
Eric Heymann, Marion Mühlberger
PDF 461k
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). [mehr]
27. März 2023

Video: Intraday seasonality

Region:
International
dbInSights - public
Autor:
Blaz Zlicar, Rohini Grover
Video ansehen 
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. [mehr]
21. März 2023

Reshoring's impact on markets and economies

Region:
International
Podzept (Podcast series)
Autor:
Luke Templeman, Olga Cotaga
Anhören Audio 24M
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. [mehr]
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