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Generative AI represents a turning point for humanity - for better and for worse

May 22, 2023

Generative AI represents a turning point for humanity - for better and for worse

Region:

International

Thematic Research

Analyst:

David Folkerts-Landau

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The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [more]

Top 8 notable takeaways from COP27

November 23, 2022

Region:

International

Topic:

Sustainability

Analyst:

Debbie Jones, Luke Templeman, Tejasvini Viraj

Thematic Research

Overall, was COP27 a success or failure? The answer likely depends on your expectations going into the conference. [more]

COP27: What to expect

November 9, 2022

Region:

International

Topic:

Sustainability

Analyst:

Debbie Jones, Luke Templeman, Tejasvini Viraj

Thematic Research

The next iteration of UNFCC’s Conference of Parties, COP 27 is taking place in Egypt. [more]

COP27: Adapting to food inflation Part I

November 7, 2022

Region:

International

Topic:

Sustainability

Analyst:

Christian Wietoska, Luke Templeman, Olga Cotaga, Samira Kalla

Thematic Research

Amidst the backdrop of rampant food inflation, this year’s COP27 in the Egyptian city of Sharm El-Sheikh (November 6-18) will be critical. That is because food inflation has been stronger than overall inflation. [more]

The Big Rocket Shortage

October 19, 2022

Region:

International

Analyst:

Edison Yu

Thematic Research

While the "Space" industry emerged many decades ago, public interest significantly diminished toward the latter part of the 20th century as entrepreneurs mostly avoided the sector due to high barriers to entry, regulation, and limited deployment opportunities. [more]

The next EM crisis is here

October 12, 2022

Region:

International

Analyst:

Anthony Wong, Drausio Giacomelli, Michael Spencer

Thematic Research

Emerging economies face an extremely challenging environment. [more]

Long-Term Asset Return Study 2022: How we got here and where we're going…

September 28, 2022

Region:

International

Analyst:

Adrian Cox, Henry Allen, Jim Reid, Luke Templeman

Thematic Research

In a new annual report ‘Long-term asset return study 2022: How we got here and where we’re going…..’ our thematics team explore 2022, which has been one of the toughest years for financial markets in decades. [more]

Rising Stars of Equity Research

July 7, 2022

Region:

International

Analyst:

Corinne Blanchard, Krisztina Katai

Thematic Research

Corinne Blanchard and Krisztina Katai have been honoured as ‘Rising Stars of Equity Research’ by the Business Insider publication. [more]

Top-5 themes for H2

July 5, 2022

Region:

International

Analyst:

Adrian Cox, Galina Pozdnyakova, Henry Allen, Luke Templeman, Yi Xiong

Thematic Research

We usually only predict our top themes once a year. But the extraordinary changes in the first six months of 2022 mean the second six months are shaping up to be very different to everyone’s expectations. [more]

19th Annual Deutsche Bank Global Consumer Conference: 7 Key Insights

June 22, 2022

Region:

Germany

Analyst:

Stephen Powers, Tom Sykes

Thematic Research

After two years in the virtual world Deutsche Bank Research returned to Paris to host another highly successful Global Consumer Conference. Around 700 people and including 90 companies, attended over the three days of the conference. [more]

Investing during Stagflation: What happened in the 1970s

June 15, 2022

Analyst:

Henry Allen, Jim Reid

Thematic Research

With growing fears that we’re heading for stagflation, investors are increasingly asking how they should be positioning for such an environment. [more]