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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
151 (31-40)
    
June 15, 2022

Investing during Stagflation: What happened in the 1970s

Thematic Research
Analyst:
Henry Allen, Jim Reid
With growing fears that we’re heading for stagflation, investors are increasingly asking how they should be positioning for such an environment. Unfortunately, the headline takeaways from the 1970s are pretty bad – in real terms it was a terrible decade for equities and bonds across multiple countries. Whilst this decade is young, and the high inflation has only been around for just over a year so far, we can already see similar patterns between how different assets performed in the 1970s and how they’ve been doing today. [more]
31
May 31, 2022

Deutsche Bank Research hosts 25th dbAccess German Corporate Conference

Region:
Germany
Thematic Research
Analyst:
Tim Rokossa
Deutsche Bank Research last week hosted its annual dbAccess German Corporate Conference for the 25th time. Joining the event this year were 300 participants, 70 of them attendees from top German blue-chip companies, representing around two thirds of the DAX index. There were more than 1,000 meeting requests between corporates and investors at the conference. [more]
33
May 11, 2022

New Podcast: Why a recession by end-2023 should be the base case

Region:
International
Thematic Research
Analyst:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [more]
34
April 27, 2022

Key takeaways from the ESG Conference

Region:
International
Thematic Research
Topic:
Sustainability
Analyst:
Debbie Jones
Deutsche Bank Research recently hosted its second annual Global ESG conference in March of this year. The purpose of the virtual event was to enable corporate & investor engagement on sustainability strategies. In addition to corporate presentations and meetings, Michael Bloomberg, UN Secretary-General’s Special Envoy for Climate Ambition and Solutions and Chair of the Task Force on Climate-related Financial Disclosures served as the keynote speaker. Featured sessions included Nike's Sustainabilty team and Mastercard's Shamina Singh, Founder & President of the Center for Inclusive Growth. [more]
35
March 11, 2022

New Podcast: The Fed’s many challenges

Region:
International
Thematic Research
Analyst:
Matthew Barnard, Matthew Luzzetti
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
39
February 21, 2022

Germany at the forefront of the energy transition

Region:
Germany
Thematic Research
Analyst:
Debbie Jones, James Brand
James Brand, Head of European Utility Research has just published a new report discussing the ambitious targets set by Germany's coalition government, arguably Europe's most ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remaining nuclear plants and phasing out coal and could put Germany at the forefront of the energy transition. He uses an hourly German power market model to analyse how its targeted mix can adapt to the biggest challenges of energy transition: renewable intermittency and demand seasonality. [more]
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