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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

PDF 87k

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-10 themes for 2022

December 8, 2021

Analyst:

Luke Templeman

Thematic Research

The biggest themes of 2022 are not questions about, say, market direction. Rather, we highlight the waves of change in society that have momentum and will drive prices and risk. [more]

New podcast: How big will the China housing shock be?

November 30, 2021

Region:

International

Analyst:

Luke Templeman, Yi Xiong

Thematic Research

In a new podcast Yi Xiong, Chief Economist, China and Luke Templeman, Thematic Research discuss China's housing activity, which remains weak. [more]

ESG Survey – What corporates and investors think

November 22, 2021

Region:

International

Topic:

Sustainability

Analyst:

Jim Reid, Luke Templeman, Olga Cotaga

Thematic Research

This presentation summarises our recent ESG survey of 500+ corporate issuers and investors, primarily in the US and Europe. The results show that both issuers and investors have quickened their integration of ESG over the last two years. [more]

After COP 26 – the burden shifting to corporates?

November 2, 2021

Region:

International

Topic:

Sustainability

Analyst:

Karthik Nagalingam, Luke Templeman, Olga Cotaga

Thematic Research

Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. [more]

dbAccess IAA Cars Conference 2021

September 16, 2021

Region:

International

Analyst:

Tim Rokossa

Thematic Research

Deutsche Bank Research welcomed clients to the bi-annual dbAccess IAA Cars Conference 2021, which was held in virtual format over two days. [more]

Fiat, fifty and frail - Long-Term Asset Return Study 2021

September 13, 2021

Region:

International

Analyst:

Henry Allen, Jim Reid, Luke Templeman

Thematic Research

Latest flagship annual report from Deutsche Bank Research questions whether fiat money will survive our investment horizons. [more]

What's in the tails? - Inflation: The defining macro story of this decade

June 7, 2021

Analyst:

David Folkerts-Landau, Jim Reid, Peter Hooper

Thematic Research

This paper examines the potential for higher inflation and a return of boom/bust cycles over the next few years. [more]

Biden after 100 days

May 5, 2021

Region:

International

Analyst:

Brett Ryan, Francis Kelly, Luke Templeman

Thematic Research

In a new Podzept podcast Brett Ryan, Senior US Economist, Frank Kelly, Head of Governmental and Public Affairs, US & Latam and Luke Templeman, Thematic Analyst discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. [more]

Goldilocks with Inflation Risk

March 24, 2021

Region:

International

Analyst:

David Folkerts-Landau, Peter Hooper

Thematic Research

David Folkerts-Landau, Group Chief Economist & Global Head of Research and Peter Hooper, Global Head of Economics have just published an updated outlook for the global economy and financial markets. [more]

New podcast: dbSustainability: Insights from the db ESG conference

March 8, 2021

Region:

International

Analyst:

Debbie Jones

Thematic Research

Highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and presentations. [more]

New podcast: National People's Congress Preview

March 1, 2021

Region:

International

Analyst:

Luke Templeman, Yi Xiong

Thematic Research

This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. [more]

Video: Carbon pricing & the green transition

January 22, 2021

Region:

Topic:

Analyst:

Interview with James Brand, Utilities EU Analyst.

James has covered utilities at Deutsche Bank for 16 years with lead analyst coverage on around half of the Pan-European sector. [more]

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