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Peter Hooper, Global Head of Economic Research interviews Frank Kelly, Managing Director and Head of Governement & Public Affairs Americas to assess the implications with the US facing a period of divided government following the mid-term elections.
Zhiwei Zhang, Chief Economist & Head of Equity Strategy, China discusses trade talks between the US and China, meanwhile China has begun to invest considerable resources into its relationship with Europe, Japan, and other countries.
Andy Moniz, Chief Data Scientist, dbDIG discusses how artificial intelligence has now grown to the point that it can forecast some market effects of political events. Deutsche Bank’s Alpha-DIG platform uses machine learning to identify the extent of various political risks and then quantify their intensity.
January 16, 2019
Infrastructure Bypasses Around Geopolitical Choke Points
Peter Garber, Senior Advisor to Deutsche Bank Research, discusses how ever since the advent of steam power, grand infrastructure projects have dramatically reduced the cost of transportation, fostering the internal development of many countries.
Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake.
October 4, 2018
Equities – How fund managers can use ESG to assess fair value
It seems odd that nine out of ten of the world’s largest fund managers claim to have a responsible investment mandate, yet only two-fifths admit they systematically consider ESG factors when assessing a stock’s fair value. One problem is that traditional ESG ranking systems are backwards looking. Jan Rabe, ESG Analyst explains.
June 6, 2018
Climate change – The automated shift to clean energy
Tim Rokossa, Autos Analyst, explains how automation lies at the heart of the drive away from fossil fuels, not just by helping technology in its own right, but as an accelerator of utilisation and uptake.
Investors tend to fawn over the automation-related efficiency gains achieved in the car industry. But it is easy to make the mistake of thinking this success story is easily replicable in other industrial settings says Felicitas von-Bismarck, Capital Goods Analyst.