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1218 (11-20)
October 25, 2023

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

Region:
International
Podzept (Podcast series)
Analyst:
Matthew Barnard, Matthew Luzzetti, Matthew Raskin
Listen Audio 22M
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more. [more]
October 24, 2023

PRI Conference: Top 8 takeaways

Region:
International
Thematic Research
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman, Punyadip Cheema
PDF 890k
Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). This event is one of the leading global sustainability conferences as it attracts influential asset owners, leading asset managers, regulators and industry professionals. Our Top 8 takeaways below are based on insights from conference panels we attended and discussions with attendees. [more]
October 23, 2023

Video: Counting Compensation – insurance CEO pay

Region:
Europe
dbInSights - public
Analyst:
Rhea Shah
Watch video 
Rhea Shah highlights three key conclusions from the European Insurance team’s annual ESG report on CEO compensation – in particular noting that 2022 pay was back above pre-Covid levels, and that targets look appropriate for the most part. The report assesses the extent to which variable remuneration metrics are aligned with shareholder expectations and wider stakeholder interests for over 20 CEOs.
Please reach out to your db Sales representative for further information.
[more]
October 20, 2023

Smart Cities: Investing in the urban future

Region:
Germany
Focus Germany
Topic:
Digital, Real estate
Analyst:
Hermann P. Rapp, Jochen Moebert
PDF 298k
Current advances in AI and a media-savvy generation - in combination with the Internet of Things, edge computing and 5G - provide the opportunity to rethink smart city models such as City 5.0 and soft city. We discuss some use cases – and the trade-offs to be resolved – that arise from connecting and automating a city. Besides digital platforms – now augmented by AI –, smart city market segments such as smart buildings, digital energy and environmental solutions are expected to grow strongly in the coming years. Since not all of these are likely to be publicly funded, interesting investment opportunities do arise to create more efficient, sustainable, and livable urban spaces. [more]
October 19, 2023

German industry: Structural change underway

Region:
Germany
Germany Blog
Topic:
Sectors and resources
Analyst:
Eric Heymann
PDF 171k
Production in major industrial sectors in Germany has developed very differently in recent years under the impact of the coronavirus pandemic and energy price shock. For example, manufacturing in electrical engineering rose by 18% compared with the start of 2015. In the chemical industry, there has been a 20% decline over the same period. The differences are not only cyclical, but also structural. In the future, it will be more important to distinguish between Germany as an industrial location and the German industry. [more]
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