
Investment themes
Our key investment themes are designed to have long-term relevance and to identify continuing investment opportunities. Browse the latest reports published by our global Chief Investment Office (CIO).
Our latest reports

CIO Special report
Spain: high inflation adds to old problems
Our new CIO Special discusses our economic outlook for Spain, with a particular focus on fiscal and debt vulnerabilities.
Jul. 26, 2022

Future Fundamentals podcast
The future of work and the ReRo revolution
Marion Laboure, Senior Economist at Deutsche Bank and Research Lecturer at Harvard University, joins Markus Müller, Chief Investment Officer ESG & Global Head Chief Investment Office at Deutsche Bank's Private Bank, to discuss the continuing process of workplace change and the Remote working and Robotics (ReRo) revolution.
Jul. 21, 2022

CIO Special report
Asia H2 Outlook: external headwinds to test domestic resilience
In our new CIO Special we assess the external headwinds and domestic challenges faced by Asian economies in H2 and provide a macroeconomic and asset class outlook.
Jun. 17, 2022

CIO Special report
ASEAN: medium-term investment positives
In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.
Apr. 27, 2022

CIO Special report
The future of work and the ReRo revolution
Remote working looks likely to persist in some form for many employees as the world learns how to live with coronavirus. But our new CIO Special argues that remote working needs to be seen as just one component of a continuing process of workplace change.
Apr. 04, 2022

CIO Special report
China's NPC: ambitious growth target for 2022
China concluded its National People’s Congress (NPC) on March 11 and released the key economic priorities for 2022. Our latest CIO Special highlights the key takeaways from China’s NPC this year.
Mar. 30, 2022

CIO Special report
Italy: outlook still hinges on fiscal reforms
In our new CIO Special we look at the challenges faced by the Italian economy and the next steps related to NextGen EU implementation.
Mar. 17, 2022

CIO Special report
Biden agenda stands at a crossroads
We look back at President Biden’s first year in the White House and his administration’s successes and disappointments, as well as looking ahead to what will be a defining period for his presidency.
Mar. 03, 2022

CIO Special report
Cyber security: protection for the digital environment
In our new CIO Special we analyse the developments and trends impinging on cyber security and we focus on the issues and challenges created by increasing online transactions and interactions.
Feb. 15, 2022

CIO Special report
China’s property sector: near-term challenges; waiting for opportunities
In our latest CIO Special we look at the near-term challenges in China’s high yield property sector and what could happen next with the government’s easing economic policies.
Jan. 27, 2022

CIO Special report
Spain: NGEU opportunities and risks
In our new CIO Special we look at the effects of the pandemic on the Spanish economy and the opportunities and risks around Spain’s use of the Next Generation EU (NGEU) recovery fund.
Dec. 01, 2021

CIO Special report
Artificial Intelligence: getting around Moravec's paradox?
Our new CIO Special looks at why AI technology is now advancing fast, and the evolution of the sector from an investor’s perspective.
Nov. 02, 2021

CIO Special report
Smart Mobility: transportation reinvented
In our new CIO Special, we look at the major ongoing transformation of our transportation infrastructure.
Nov. 01, 2021

CIO Special report
Inflation and the money multiplier
In our latest CIO Special – Inflation and the money multiplier – we look at current inflation dynamics from a monetary perspective.
Oct. 14, 2021

CIO Special report
Italy's recovery plan: priorities and implications
In our new CIO Special we look at the current Italian economic situation and at the impact the Next Gen EU plan will have on future growth.
Oct. 05, 2021
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CIO Special report
What our concept of social justice should be
The ongoing climate crisis, the loss of biodiversity and the degradation of ecosystems combine to form the greatest social challenge that we face
Oct. 05, 2021

CIO Special report
German elections: video update
Christian Nolting, Global Chief Investment Officer, analyses the outcome of the German elections and discusses possible investment implications.
Sep. 27, 2021

CIO Special report
German elections: possible economic and investment implications
In our new CIO Special we look at the key issues surrounding this Sunday’s German elections and the wide range of possible coalition options suggested by voter opinion polls.
Sep. 21, 2021

CIO Special report
Millennials: ageing pains
Millennials form an increasingly important group in many economies, in both economic and political terms. Our new CIO Special report looks at trends that are shaped by the Millennial generation and how investors can benefit from them.
Jul. 23, 2021

CIO Special report
German elections: life after Merkel
With Angela Merkel not running for another term, the German federal elections will result not only in a new Bundestag but also in a new Chancellor. Current polls and party-political preferences suggest that the existing CDU/CSU and SPD coalition will also not survive.
Jul. 20, 2021
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