Gerit Heinz, Global Chief Investment Strategist; Gabriel Selby, CFA® Investment Strategist Americas; Stefan Köhling, Investment Strategist Europe; Deutsche Bank International Private Bank
Mar. 11, 2021

Our most recent CIO Special report looks at the latest yield developments and the challenges and opportunities for fixed income and equity investors.

 

Topics covered include:

  • Along with rising inflation and growth expectations, yields have been increasing of late. 
  • This creates challenges as well as opportunities for investors both in equities and fixed income instruments.
  • The recent uptick in nominal yields has been attributed to a rise in real yields, which is usually associated with higher economic growth expectations.
  • If economic growth does indeed pick up, investors in risky assets – be they in equity or credit – should benefit, everything else being equal. If dynamics change, however, investors may have to adjust portfolios.

 

To download a PDF of the full report, please click here.


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