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    4. Podzept (Podcast series)


    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.

    47 Documents
        
    January 21, 2020
    (11:12 min)

    The House View: 2020 Outlook – Gaining Speed

    Analyst:
    Luke Templeman, Marion Laboure
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    Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
    December 4, 2019
    (13:29 min)

    China's consumer decade

    Analyst:
    Luke Templeman, Yi Xiong
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    Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth.
    December 3, 2019
    (13:29 min)

    Green shoots or false down?

    Analyst:
    Luke Templeman, Peter Hooper
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    The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights.
    September 20, 2019
    (13:42 min)

    Climate change and corporates: Past the tipping point with customers and stockmarkets

    Analyst:
    Luke Templeman
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    Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. Luke Templeman, analyst on the new Corporate Bank Focus Research team argues the opposite using evidence from both the stockmarkets and db primary research.
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