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During the corona summer, Germans will probably travel less and for shorter periods of time than in former years. Destinations in Germany and in the neighbouring countries, which are only a car journey away, look set to benefit. [more]
This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments and major risks in 2020. [more]
The unique nature of the pandemic shock and the wide uncertainty surrounding it, meant there was no one historical playbook that fit easily. So inevitably there were going to be some surprises. In the event, there have been many. [more]
Podzept - a podcast series which addresses the current issues driving the world of economics and finance
Podzept - a podcast series
June 30, 2020
Asset Allocation: Throw Away The Playbook: 10 Surprises
The unique nature of the pandemic shock and the wide uncertainty surrounding it, meant there was no one historical playbook that fit easily. So inevitably there were going to be some surprises. In the event, there have been many.