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After decades of rapid globalisation, national economies and financial systems are more closely connected than ever before. At the same time, open markets and free competition are increasingly under criticism and even restricted. A major part of the work of Deutsche Bank Research therefore focuses on how Europe fares in an international comparison, how changing structures and the regulatory framework influence the development of financial service providers, their clients and financial markets globally, and which opportunities and risks result from long-term megatrends such as climate change, demographic change, digitalisation and new forms of mobility.

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March 21, 2023

Reshoring's impact on markets and economies

Region:
International
Podzept (Podcast series)
Analyst:
Luke Templeman, Olga Cotaga
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]
52
March 21, 2023

AI & The Five Ws: Why, What, Who, When, Where?

Region:
International
Thematic Research
Analyst:
Adrian Cox, Marion Laboure
Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]
53
March 8, 2023

The lessons of history: which historic period is most like today?

Region:
International
Thematic Research
Analyst:
Henry Allen, Jim Reid
Something we’re often asked is which era in history is most like this one. Perhaps the obvious answer is the 1970s, given the energy shock and high inflation. Others have pointed to the late-90s and early-2000s, when the dot com bubble burst and big tech valuations fell substantially. Or maybe it’s more like the 1960s, another era where policymakers moved to fine-tune
economies amidst low unemployment, but which saw inflation get increasingly out of control. [more]
56
February 27, 2023

The Future of Payments: Series 4 - Part I. Digital assets: The end of magical thinking?

Region:
International
Corporate Bank Research
Topic:
Digital
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
In the first part of series 4 of our Future of Payments series, Marion Laboure and Cassidy Ainsworth-Grace take a look at how the end of a rare macroeconomic environment, featuring near-zero interest rates, stimulus packages, and excess liquidity, could clean the market of bad actors, much like the dot-com bubble did two decades ago. [more]
57
February 24, 2023

16 themes driving markets and economies

Region:
International
Podzept (Podcast series)
Analyst:
Adrian Cox, Luke Templeman
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [more]
58
February 21, 2023

Q&A with Cassidy Ainsworth-Grace

Region:
International
Q&A with
Analyst:
Cassidy Ainsworth-Grace
Cassidy Ainsworth-Grace is a Thematic Research Analyst. In our "Q&A with…" series she discusses the highlights from the most recent edition of The House View Snapshot – including its AI generated cover image. She also shares her favourite experience since joining the Deutsche Bank Graduate programme last year. [more]
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