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AI in action: where is the smart money going?

May 25, 2023

AI in action: where is the smart money going?

Region:
International
Thematic Research
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
PDF 456k
Artificial intelligence is an overnight success that has been many years in the making. To properly anticipate what AI innovation is to come next, we went back to the source, looking at patents and venture capital deal activity that will translate into the everyday AI applications of the future. [more]

More documents about "International"

399 Documents
    

The History (and Future) of Recessions

September 20, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Henry Allen, Jim Reid
Thematic Research
3
The word “recession” has been one of the most widely used in markets over the last 12 months. In their annual Long-Term Asset Return Study, Jim Reid, Henry Allen and Galina Pozdnyakova focus on understanding what history tells us about the frequency, depth and duration of recessions, along with what causes them using cycle data stretching back to 1700. The team also takes a look at their impact on asset prices, and the likely shape of them going forward. [more]

Video: AI and six themes

September 19, 2023
Region:
International
Analyst:
Adrian Cox
dbInSights - public
4
The excitement around Artificial Intelligence that had been building since OpenAI’s launch of ChatGPT at the end of last year cooled off slightly over the past couple of months. Investors, entrepreneurs and analysts went to the beach, the media focused on time-honoured summer themes including season stories, and students took time off from writing essays using chatbots. Adrian Cox highlight six themes you missed while you were at the beach. Visit our dedicated AI website for more www.dbresearch.com/ai [more]

Assets that haven't moved yet

September 12, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
6
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [more]

Q&A with Anna Friedemann

September 7, 2023
Region:
International
Analyst:
Anna Friedemann
Q&A with
7
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania.
In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [more]

Video: Latest US consumer price report

August 14, 2023
Region:
International
Analyst:
Brett Ryan
dbInSights - public
9
US inflation ticked up slightly in July as widely expected, but the broad moderating trend since a year ago appears to still be in place. What does it mean for the Federal Reserve and hopes for a soft landing? For this and more, please check out our latest video with Deutsche Bank’s senior US economist Brett Ryan and Americas Communications head Brian Blackstone. [more]

Is disinflation different this time around?

July 26, 2023
Region:
International
Analyst:
Matthew Luzzetti, Peter Hooper
Thematic Research
12
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [more]
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