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2015 (101-110)
12. Juni 2023

Wärmepumpen gehen bei Neubauten in Führung, aber Anteil im Bestand noch gering

Region:
Deutschland
Aktuelle Grafik
Thema:
Branchen und Ressourcen
Autor:
Eric Heymann, Jule Mau
Online PDF 145k
Elektrische Wärmepumpen werden bei deutschen Bauherren immer beliebter. Schon im Jahr 2022 lieferten sie in mehr als der Hälfte aller Wohnungen in Neubauten die primäre Heizenergie. Im 1. Quartal 2023 stieg dieser Anteil sogar auf 55%. Somit haben Wärmepumpen in kurzer Zeit die Marktführerschaft übernommen. Ein wichtiger Grund für den raschen Zuwachs ihres Marktanteils sind staatliche Zuschüsse, die bis zu 40% der Gesamtkosten ausmachen können. [mehr]
9. Juni 2023

European bank performance - As good as it gets, despite recent wobbles?

Region:
Europa
Talking Point
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 95k
European banks are running at full steam, achieving the best start to a year since the financial crisis – the stress in March notwithstanding. Revenues have been buoyed by exceptional growth in interest income, while provisions for loan losses have fallen back again and costs remain in check. Capital and liquidity positions continue to be very robust, in spite of ample returns to shareholders and TLTRO repayments to the ECB. There are some clouds on the horizon though: interest rate increases are likely coming to an end and loan growth may slow further. [mehr]
7. Juni 2023

Is lending tight? Financing conditions for German companies

Region:
Deutschland
Talking Point
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 212k
Corporate lending is slowing substantially but this is primarily a normalization and due to subdued demand at least as much as it is due to supply conditions, i.e. banks’ tighter credit standards. At +8% yoy, credit expansion is still substantial. Only two industries are currently seeing a contraction. More worrying is the drying up of the corporate bond market where net issuance has collapsed since autumn. It is suffering from the double whammy of much higher interest rates and the disappearance of its dominant buyer of recent years, the ECB. [mehr]
7. Juni 2023

World Outlook: The Waiting Game…

Region:
International
Thematic Research
Autor:
David Folkerts-Landau, Jim Reid
PDF 698k
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]
7. Juni 2023

AI in action: where is the smart money going?

Region:
International
Podzept (Podcast series)
Autor:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Anhören Audio 22M
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [mehr]
31. Mai 2023

Video: Products in the quant FX space

Region:
International
dbInSights - public
Autor:
Rohini Grover
Video ansehen 
With the rapid advancements in technology and the increasing availability of high-quality data, quantitative FX research is becoming more sophisticated, allowing financial institutions and investors to make more informed decisions and navigate the complex and volatile foreign exchange markets. In a new video Rohini Grover, FX strategist, provides an overview of Deutsche Bank Research’s offerings in the FX quant space.

[mehr]
30. Mai 2023

Kosten der Stromerzeugung: Auf die Systemkosten kommt es an

Region:
Deutschland
Deutschland-Monitor
Thema:
Branchen und Ressourcen, Nachhaltigkeit
Autor:
Eric Heymann
PDF 236k
Die Kosten der Stromerzeugung aus verschiedenen Energiequellen werden häufig diskutiert. Oft wird jedoch nicht unterschieden, welche Kosten konkret gemeint sind. Während erneuerbare Energien Grenzkosten nahe null und sehr wettbewerbsfähige Stromgestehungskosten aufweisen, treibt ein hoher und steigender Anteil wetterabhängiger erneuerbarer Energien die Systemkosten. Diese resultieren z.B. aus der Bereitstellung von Reservekraftwerken und der sinkenden durchschnittlichen Auslastung aller bestehenden Kraftwerke. Wir diskutieren die verschiedenen Arten von Kosten der Stromerzeugung und stellen fest, dass Investitionen in erneuerbare Energien leichter zu realisieren sind als der Bau neuer Reservekraftwerke. [mehr]
30. Mai 2023

Can AI help high-labour firms to boost returns?

Region:
International
Podzept (Podcast series)
Autor:
Adrian Cox, Luke Templeman, Olga Cotaga
Anhören Audio 21M
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [mehr]
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