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The House View Snapshot: Outlook for 2019

December 20, 2018
Himanshu Porwal, Macro Strategist, and Quinn Brody, Macro Strategist review recent market moves and outlines Deutsche Bank Research's outlook for 2019. [more]

More documents from Luke Templeman

56 (37-48)
January 17, 2019
43
Many investors think of themselves as apolitical, however, recent market turbulence has reinforced just how much politics can affect business and finance. This issue of Konzept offers incisive opinion on some pressing political issues, including the trade war between China and the US, next year’s US presidential election, European populism, technology regulation, Brexit, and more. We also examine how the latest developments in artificial intelligence and machine learning are helping investors forecast the market impact of political events. [more]
October 4, 2018
47
Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake. [more]
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