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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
156 (31-40)
    
October 12, 2022

The next EM crisis is here

Region:
International
Thematic Research
Analyst:
Anthony Wong, Drausio Giacomelli, Michael Spencer
Emerging economies face an extremely challenging environment. Rising USD and EUR yields as the Fed and ECB raise policy rates quickly to try to stabilize prices; depreciating currencies, especially against the dollar, as a consequence; slowing growth; extreme climate events and the economic consequences of the war in Ukraine in the form of a further boost to food and fuel prices. [more]
31
September 28, 2022

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

Region:
International
Thematic Research
Analyst:
Adrian Cox, Henry Allen, Jim Reid, Luke Templeman
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. Bonds and equities are declining in unison, and we are now in the first global bear market for government bonds in 70 years. Read an extract touching on these themes, but with the main report focusing on how we got into the perilous economic, social and political situation in which we find ourselves today. Clients of Deutsche Bank Research can access the full report here. [more]
32
June 22, 2022

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

Region:
Germany
Thematic Research
Analyst:
Stephen Powers, Tom Sykes
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. Company and investor engagement was extremely high with more than 7,000 meeting requests. Tom Sykes, Head of European Consumer Staples and Stephen Powers, Head of US Consumer Staples, co-hosts of the event, said: “Feedback has been very positive from the companies and investment communities and we look forward to seeing everybody again in Paris in 2023 for our celebratory 20th year!” [more]
35
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]
36
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]
38
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]
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