1. Research
  2. Products & Topics
  3. Special
  4. Podzept


Podzept is a podcast which addresses the current issues driving the world of economics and finance.
Listen to top Deutsche Bank analysts and thinkers discuss their findings.

21 Documents
April 4, 2019
(6:37 min)

RMB bond index inclusion and its impact

Analyst:
April 1st marked an important milestone of China’s financial market as Chinese Yuan denominated bonds will be included in the Bloomberg Barclays Global Aggregate Bond Index. Linan Liu, Greater China Rates & FX Strategist, discusses how its inclusion will affect China’s domestic market, the Yuan and why it makes sense for global investors to invest in RMB bonds.
March 25, 2019
(12:21 min)

Is the Phillips Curve Dead or is It Just Hibernating?

Is the Phillips Curve Dead or is It Just Hibernating? Listen to Peter Hooper, Global Head of Economic Research, reviewing his paper presented at the 2019 US Monetary Policy Forum. The paper addresses the Phillips curve in the US, which predicts that when unemployment drops inflation will rise due to competition for labour and higher wages.
March 5, 2019
(14:41 min)

Tough race to the top of the European Commission

Kevin Körner, Senior Economist, discusses how the outcome of the EU elections and the composition of the new Parliament will significantly influence the nomination and election of the next President of the European Commission (EC). The election of the Commission President will be particularly challenging this year for three reasons.
February 4, 2019
(30:03 min)

What the history of populism can teach us today

Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, explores how unique events, waves of populism and social unrest have often occurred through history. As far back as the French Revolution, such episodes were regularly associated with economic crisis, concerns over national identity, and fundamental dissatisfaction at the governing class.
January 17, 2019
(17:13 min)

Quantify geopolitical risk with alpha-DIG

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.
October 4, 2018
(14:10 min)

Scope three emissions – Sorting the mickle from the muckle

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
(18:01 min)

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.
 
1.8.0-SNAPSHOT