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Asset class insights
Browse investment insights by asset class in the latest reports published by our global Chief Investment Office (CIO).
![CIO Viewpoint | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-viewpoint/european-financials-desktop.jpg)
CIO Viewpoint Equity
European Financials: Between short-term political uncertainties and sound fundamentals
The turmoil around the French elections, S&P’s downgrade of France in May and Moody’s negative statements about the potentially fragmented French parliament have created doubts about the European investment story – but should we consider current uncertainty as a short-term setback?
Jul 12, 2024
![CIO Viewpoint | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-viewpoint/look-beyond-the-usual-suspects.png)
CIO Viewpoint Equity
A look beyond the usual suspects
In this CIO Viewpoint Equity, we discuss on the latest equity market developments and provide our view on the german large & mid cap space. Browse for complete information.
May 13, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/27-07-23/Federal-reserve-US-deutsche-bank-main.jpg)
CIO Memo
FOMC: Raising the bar
The Federal Reserve's March update to its economic projections implied that three 25-basis-point interest-rate cuts remain in store for 2024.
Mar 20, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/13-06-23/us-cpi-red.jpg)
CIO Memo
U.S. CPI: Patience is key
U.S. Consumer Price Index (CPI) showed an annualised increase of +3.2% year-on-year (YoY), moving higher from last month’s reading. On a month-on-month basis (MoM) Core CPI, which excludes Food and Energy, remained at +0.4%.
Mar 12, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/08-12-23/non-farm-payrolls-desk.jpg)
CIO Memo
Nonfarm payrolls: Mixed report strengthens case for June cut
The latest Nonfarm payrolls report delivered higher-than-expected jobs figures for the month of February, with significant downward revisions also seen for the previous two months.
Mar 08, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/eu-center-bank-desk.jpg)
CIO Memo
ECB hints at interest rate reversal in June
The prospect of an imminent turnaround in interest rates should continue to provide the equity markets with a slight tailwind.
Mar 07, 2024
![CIO Viewpoint | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-viewpoint/bond-markets-desk-image.jpg)
CIO Viewpoint Fixed Income
Bond markets in line with fundamentals
In this CIO Viewpoint Fixed Income – Bond markets in line with fundamentals – we discuss current conditions on bond markets as well as the short- to medium-term outlook.
May 07, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/22-05-19/DBW_India_Election_2880x1240.jpg)
CIO Memo
India: Interim budget targets strong fiscal improvement
A budget focused on strong fiscal consolidation unsurprisingly gave support to fixed income markets.
Feb 01, 2024
![Paris Tour Eiffel skyline](/dam/deutschewealth/insights/cio-memo/infletion-desk-banner.jpg)
Bonds
Annual Outlook 2024 | Bonds: Real rates matter
After years of extremely low interest rates, the investment universe is now complete again thanks to the renewed attractiveness of bonds as an asset class – and is likely to remain so for the foreseeable future in our opinion.
Jan 18, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/14-12-23/ECB-Dec.png)
CIO Memo
ECB leaves key rates untouched
The European Central Bank left its key interest rates unchanged, and President Lagarde hinted at a more restrictive monetary policy than many financial-market participants had expected.
Dec 14, 2023
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/08-12-23/india-memo-desk.jpg)
CIO Memo
India: RBI equates high growth plus moderate inflation with steady rates
The Reserve Bank of India extended its pause on rates as expected, and the markets for government bonds and currencies remained stable.
Dec 08, 2023
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/07-12-23/shanghai-2.jpg)
CIO Memo
China: Downward revision of sovereign outlook likely priced in
Moody’s lowered its outlook on China’s government credit ratings from stable to negative on the perceived rising downside risks to the government’s fiscal strength.
Dec 06, 2023
![CIO Viewpoint | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-viewpoint/low-currency-volatility.webp)
CIO Viewpoint FX
Low G10 currency volatility to date
While the year began with the market expecting 6-7 interest rate cuts this year from the ECB and the Fed, so far there has only been one interest rate cut by the ECB. As the Fed has not yet made any cuts at all to date this has provided a tailwind for the USD.
Jul 05, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/21-03-24/cio-memo-snb-desktop.jpg)
CIO Memo
Early interest rate turnaround in Switzerland
The Swiss National Bank has taken the lead as the first major central bank to cut interest rates amid subsiding inflationary pressures. The move sent a signal that the SNB would protect the economy from the consequences of an excessively strong franc.
Mar 21, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/20-03-24/cio-memo-boj-desktop.jpg)
CIO Memo
Japan: the start of positive interest rates
In a landmark event, the Bank of Japan ended its negative interest-rate policy and yield curve control, though monetary policies remain accommodative.
Mar 19, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/14-03-24/cio-memo-uk-recession.jpg)
CIO Memo
U.K. economy: on the way out of recession
The U.K. economy started the new year with moderate growth, and the rebound should give the Bank of England the cover it needs to stick to its wait-and-see approach. That could sustain the British pound's relative strength in the near term.
Mar 13, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/21-09-23/BOE.jpg)
CIO Memo
BoE on hold as it’s "not there yet"
The Bank of England left interest rates unchanged as expected, but it also softened its language, dropping a warning about the potential for further policy tightening should inflationary pressures re-emerge.
Feb 01, 2024
![CIO Memo | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-memo-assets/07-11-23/Indonesia-CIO-memo.jpg)
CIO Memo
Indonesia: Q3 GDP slowed with weaker exports
Indonesia’s Q3 GDP came in below expectations, but the country remains among the fastest growing Asian economies.
Nov 07, 2023
![England Flag](/dam/deutschewealth/insights/cio-special/france-elections-desk.jpg)
CIO Special report
“Second-round“ effects: French shift from right to left in final ballot
With the French election resulting in a hung parliament, we discuss three possible political scenarios and their investment implications.
Jul 08, 2024
![England Flag](/dam/deutschewealth/insights/cio-special/uk-elections-desk.jpg)
CIO Special report
UK assets: election results should help not hinder
After Labour’s victory, the prospect of policy stability and cyclical growth will make UK assets worth a second look. We outline investment implications.
Jul 05, 2024
![Windmills Energy Transition](/dam/deutschewealth/insights/cio-special/energy-transition-desk.jpg)
CIO Special report
Energy transition: investment perspective
The renewable energy sector is experiencing remarkable growth. However, this rapid expansion faces challenges. In this report, we explain why the renewable energy sector’s trajectory remains positive.
Jul 03, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/china-strong-support-desk.jpg)
CIO Special report
China: strong support for the property sector
China announced more measures to support the property sector at a national government meeting on May 17. The stimulus measures come at a time when China’s property sector continues to weaken with price declines and lower transaction volumes.
May 21, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/boe-cio-specials-desk.jpg)
CIO Special report
BoE’s path to lower rates: what’s next?
The Bank of England (BoE) maintained its key interest rate at 5.25% for the sixth consecutive meeting last Thursday. Signals from the Monetary Policy Council (MPC) indicate a potential rate cut as early as June 20, however.
May 15, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/china-growth-key-desk.jpg)
CIO Special report
China: growth key to market upside
The recent positive performance by Chinese equities has been mainly driven by a modest improvement in macroeconomic data.
May 14, 2024
Venture Capital
![Venture Capital Investing | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/4-venture-capital-mobile-v1.jpg)
CIO Special report
Venture Capital investing: a closer look
Our CIO Special report and introductory video discuss how the VC sector is developing and its role in portfolios.
Jan 10, 2022
![Venture Capital in entrepreneurship | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/3-venture-capital-mobile.jpg)
CIO Special report
Venture Capital in entrepreneurship
Find out more about the role of Venture Capitalists in our CIO Special report.
Jan 09, 2022
![Venture Capital Investing | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/2-venture-capital-mobile.jpg)
CIO Special report
What is Venture Capital investing?
Find out more about the history and lifecycle of Venture Capital investing in our CIO Special report.
Jan 09, 2022
![Venture Capital trends | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/4-venture-capital-mobile-v1.jpg)
CIO Special report
Venture Capital trends
Find out more about the growth of global Venture Capital investment and the wide range of risks associated in our CIO Special report.
Jan 08, 2022
![Portfolios and Venture Capital | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/1-venture-capital-mob.jpg)
CIO Special report
Portfolios and Venture Capital
Find out more about the potential role of Venture Capital investing in portfolios as well as diversification in our CIO Special report.
Jan 08, 2022
![Venture Capital investing: conclusion | Deutsche wealth management services](/dam/deutschewealth/cio-perspectives/cio-special-assets/venture-capital-investing-cio-2021/focus/venture-capital-investing-deutsche-bank-mobile.jpg)
CIO Special report
Venture Capital investing: conclusion
We attempt to summarise the main positives and negatives of Venture Capital investing in our CIO Special report.
Jan 07, 2022
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