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1215 (51-60)
June 23, 2023

Current water level of the Rhine brings back memories of the year 2022

Region:
Germany
Talking Point
Topic:
Macroeconomics
Analyst:
Marc Schattenberg
Online PDF 176k
The current development of the Rhine's water levels brings back memories of the previous year, when there were massive problems for Rhine navigation during summer. Since June, the level has fallen by a similar rate as last year or in 2018, which also saw a draught. Should the water levels approach or reach the lows of 2018 or 2022, this could impair the recovery of the German economy, which we already expect to be very modest. [more]
June 22, 2023

Can AI replace humans in thematic investing?

Region:
International
Thematic Research
Analyst:
Ganchi Zhang
PDF 209k
Artificial intelligence (AI) is rapidly changing the way investments are made, including thematic investing. In a new report by the quantitative research team, they provide a comprehensive framework for using AI in active thematic investing. AI can not only identify the ever-changing market drivers but also help make informed investment decisions with diverse exposure. [more]
June 20, 2023

Video: Precious metals handbook

Region:
International
dbInSights - public
Analyst:
Michael Hsueh
Watch video 
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves.
[more]
June 20, 2023

Precious Metals: The foundations of price formation

Region:
International
Thematic Research
Analyst:
Michael Hsueh
PDF 918k
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves. [more]
June 15, 2023

The clock is ticking

Region:
International
The House View - Snapshot
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 282k
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [more]
June 15, 2023

Video: Quantcraft: Can AI replace humans in thematic investing?

Region:
International
dbInSights - public
Analyst:
Ganchi Zhang
Watch video 
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [more]
June 14, 2023

Supply chain diversification: Europe's investment patterns in Asia

Region:
International
Thematic Research
Analyst:
Joey Chung, Mallika Sachdeva
PDF 916k
The diversification of supply chains is becoming an increasingly important theme for corporates. A series of economic and geopolitical shocks in recent years have exposed the vulnerabilities of concentrated supply chains, and are prompting conversations around the option set for corporates, particularly around China Plus One strategies. [more]
June 13, 2023

World outlook: The waiting game...

Region:
International
Podzept (Podcast series)
Analyst:
Jim Reid, Mark Wall, Matthew Luzzetti
Listen Audio 32M
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. [more]
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