![blue economy definition](/dam/deutschewealth/insights/investing-insights/investing-themes.jpg)
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
![England Flag](/dam/deutschewealth/insights/cio-special/france-elections-mob.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-mob.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-mob.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-mob.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-mob.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-mob.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
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/spain-moving-on-mob.jpg)
CIO Special report
Spain, moving forward
This CIO Special addresses Spain’s recent positive economic performance, its fiscal balance situation and the prospects for Spanish debt & equity assets.
May 14, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/italy-eu-flag-red-mob.jpg)
CIO Special report
Italy: staying positive
Italy has weathered recent economic crises, including COVID-19 and the European energy shock, better than expected. In Q4 2023, Italy’s GDP growth was +0.2% QoQ, compared to 0.0% for the Eurozone. For the full year 2023, Italy’s growth was 0.7%, outperforming the Eurozone’s 0.5%.
May 10, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/singapore-economic-mob-banner.jpg)
CIO Special report
Singapore: economic and sector prospects
Singapore’s economic openness creates both challenges and strengths. The external sector is an unavoidable source of risk, the high cost of living is a concern and an ageing population. But, set against this, Singapore has a number of important strengths – a globally-connected economy, business-friendly environment, political system and benefits from its role in ASEAN.
May 02, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/investing-insights/investing-themes/2024/Bottoming-out-in-the-German-housing-market/mob-germany-real-estate.jpg)
CIO Special report
Bottoming out in the German housing market
It remains a challenging environment for the German housing market, but rate cuts, economic growth and structural rental market shortages should help the market to bottom out.
Apr 30, 2024
![investing blue economy desk](/dam/deutschewealth/future-fundamentals-podcast/investing-blue-economy/investing-blue-economy-mob.jpg)
Future Fundamentals podcast
Investing in the Blue Economy: a blueprint for action
In our Future Fundamentals podcast, Karen Sack, of ORRAA, and Markus Müller, our Chief Investment Officer for ESG, take a deep dive into the sustainable blue economy.
Apr 26, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-special/ltcma-mob-banner.jpg)
CIO Special report
Long-term Capital Market Assumptions: our latest forecasts
These form a vital component some systematic long-term asset allocation approaches. We highlight significant developments since our last review and the reasons for them.
Apr 24, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/china-economy-mob-image.jpg)
CIO Special report
China’s economy: awaiting the right cues
China recently released a flurry of Q1 economic data. But while GDP numbers were surprisingly strong, some other activity measures continue to disappoint. So has China’s economy really turned a corner?
Apr 18, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/bitcoin-banner-mob.jpg)
CIO Special report
Bitcoin: from bubble to mainstream?
Bitcoin is unlikely to assert itself as a widespread medium of exchange but may be on its way to mainstream acceptance as a store of value, although the risks of holding it remain high.
Apr 11, 2024
![Atmosphere: Shield of the earth | Deutsche wealth management services](/dam/deutschewealth/insights/cio-memo/shield-of-the-earth-mob.jpg)
CIO Special report
Atmosphere: Shield of the earth
The third in our trilogy of keynote presentations on the Earth's "Life Pillars" explains why climate-related risks and opportunities should be important considerations for investors with regard to long-term portfolio development.
Mar 26, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/investing-insights/investing-themes/2024/mobility-evs-and-batteries/ltit-smart-mobility.jpg)
CIO Special report
Smart Mobility: EVs and batteries present opportunities and risks
Favourable long-term trends for the electric-vehicle market remain intact – but an excess supply of battery metals means the outlook for miners remains clouded.
Mar 19, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/investing-insights/investing-themes/2024/ltit-sustainable-food-systems/mob-cio-special-ltit.jpg)
CIO Special report
LTIT: Sustainable Food Systems – favourable entry points ahead?
Sustainable food systems (SFS) deliver food security and nutrition in ways that are sustainable in economic, social and environmental terms. Transitioning towards sustainable food systems could open up business opportunities worth USD4.5 trillion per year by 2030.
Mar 11, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/india-elections-mob.jpg)
CIO Special report
India: Will a billion voters move markets in the world’s biggest democratic election?
India, the world’s largest democracy, is heading to a national vote, with results expected by the end of May. Almost one billion registered voters will make this the biggest election exercise anywhere, ever.
Mar 07, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/investing-insights/investing-themes/2024/international-womens-day/womens-financial-inclusion-mob.jpg)
CIO Special report
Why women’s financial inclusion matters
The empowerment of women in the labour force is important in ways that go beyond the critical matter of social justice. Female financial inclusion and gender equality are “macrocritical” to boosting economic activity.
Mar 07, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/us-elections-mob-banner1.jpg)
CIO Special report
U.S. Election: ‘Super Tuesday’ moves Biden-Trump closer
In a year that has been claimed to be the busiest in history for political elections, there will be no bigger event in the calendar than the race to be President of the United States, due to be held on November 5th.
Mar 05, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/strategic-asset-allocation/SAA-mob-image.jpg)
CIO Special report
Asset allocation for private clients
Strategic asset allocation for private clients starts with detailed knowledge of an investor’s risk profile, investment horizon, and performance targets, among other considerations.
Feb 23, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/cio-memo/mob-cio-special-chip2.jpg)
CIO Special report
Long-term investment theme Digitisation: going to the next level
For investors, digitisation provides a wide range of investment alternatives, with business activities such as cloud computing, Internet of Things (IoT), digital entertainment, and others showing substantial growth potential.
Feb 19, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/consumer-special/consumer-report-mob.jpg)
CIO Special report
Consumption recovery through 2024 provides opportunities
Consumers are holding up relatively well in the U.S. and Europe, despite a weaker economic environment. This could yield interesting opportunities in the stock market, particularly in the area of discretionary consumption.
Feb 02, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/greece-outlook/greek-economic-health-banner-mob.jpg)
CIO Special report
Greece: back to economic health
Compared to the eurozone overall, Greece could experience slightly higher economic growth in the coming years, in particular due to a resurgence in private consumption.
Jan 29, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/assymetric-strategies/mob-investment-risk.webp)
CIO Special report
Managing investment uncertainty with asymmetric strategies
Adherence to strong convictions in the face of market-moving events can potentially trigger undesirable timing mistakes. Asymmetric strategies can allow more potential upside for a given portfolio risk.
Jan 19, 2024
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/spain-2024/mob-Spanish-economy.webp)
CIO Special report
Spain: lower GDP growth in 2024
The Spanish economy has shown remarkable resilience during 2023, but the latest indicators point to a slowdown. A complex political environment will make it more difficult to address some important challenges.
Dec 05, 2023
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/insights/investing-insights/investing-themes/2023/us-election-running-up-that-hill/cio-special-us-election-2024-mob.jpg)
CIO Special report
U.S. Election: Running up that hill
In our new CIO Special – U.S. Election: Running up that hill, we explore the political landscape of the upcoming Presidential elections, key issues that will shape the narrative for the race and its potential impact for investors.
Nov 22, 2023
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/esg-investment-performance/mob-esg-strategy.webp)
CIO Special report
ESG & investment performance: think strategically
The key to sustained long-term returns from ESG investment is effective strategic asset allocation.
Oct 24, 2023
![CIO Special | Deutsche Bank Wealth Management](/dam/deutschewealth/cio-perspectives/cio-special-assets/smart-mobility/smart-mobility-deutsche-bank.webp)
CIO Special report
Smart mobility: switch, optimise, prioritise
Once we looked to technology to make transportation systems cheaper, faster or safer. But “smart mobility” needs to be more sustainable too - and the primary challenge may be social in nature.
Oct 20, 2023
![ff sustainable cities copy](/dam/deutschewealth/future-fundamentals-podcast/sustainable-cities-episode-5/ff-sustainable-cities%20copy.webp)
Future Fundamentals podcast
Sustainable cities
The Private Bank’s ESG CIO Markus Müller and Dr. Philipp Rode of the London School of Economics (LSE) look at how cities can adapt to increasing social, economic and environmental pressures in an ever-more urbanised world.
Oct 17, 2023
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