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Konzept # 18: Life after covid-19

 

May 13, 2020
It will take years to recover from covid-19. This edition of Konzept analyses the many different ways in which the world will be different and outlines options to deal with the most difficult challenges our societies and economies now face.

20 ways in which the world may be different post covid-19

With the deepest recession in generations taking hold, it is remarkable that many dismiss the deflationary consequences. [more]
Over the last 40 years, companies have dramatically expanded global value chains. However, recent trends accelerated by the covid-19 pandemic could lead nations and corporations to reduce their reliance on international connectedness. [more]
While history shows us that it can take over two years for an aviation demand shock to return to normal, many people now forecast a permanent drop in travel, particularly for business. [more]
Online food ordering (both grocery delivery and meal kits) was already seeing steady growth before covid-19. Since the outbreak, it has taken off. [more]
Pandemics through history have left a long shadow. Previous pandemics have been connected to a variety of long-term changes, stretching from adverse educational effects to decreases in social trust. [more]
With governments moving to protect jobs and businesses, a side effect could be that the natural creative destruction process is impeded, something that could have serious implications for productivity growth. [more]

Explore other editions

Konzept # 18: Life after covid-19overlay
May 13, 2020
Konzept (Engl.)
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them.
Imagine 2030overlay
December 4, 2019
Konzept (Engl.)
Many ‘decade ahead’ predictions prove unreliable. And we admit this special edition of Konzept cannot be a perfect crystal ball. Regardless, we present 24 contrarian ideas for how the 2020s may evolve because we believe it is best to be prepared for the unexpected themes that may arise over the coming decade. After all, if the 2010s have taught us anything it is that the trends of the prior decade are no guide for the decade to come.
How 5G will change your lifeoverlay
July 10, 2019
Konzept (Engl.)
The global 5G rollout has just begun, but behind the hype lies uncertainty and the potential for unintended consequences. This edition of Konzept seeks to answer many unresolved questions. First and foremost, we explain the tangible ways in which 5G will affect you, including the smartphone impact, the future of television, predictive maintenance, autonomous cars, smart cities and more. We also examine the geo-political disagreements, emerging market economics, and argue that the financial cost of distraction is greater than expected.
Politics, populism and poweroverlay
January 17, 2019
Konzept (Engl.)
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.
Big data shakes up ESG investingoverlay
October 4, 2018
Konzept (Engl.)
Investors have long attempted to incorporate ESG information into their stockpicking decisions, however, ESG funds have underperformed the market. This issue shows how the latest developments in artificial intelligence and machine learning are finally giving investors the upper hand. Big data catches out ‘greenwashing’ and provides forward-looking market signals that outperform the market. This is a boon for investors who want to determine how ESG issues affect the fair value of stocks.
Automation – not a job killeroverlay
June 6, 2018
Konzept (Engl.)
About 250 years on from the first industrial revolution, we appear to be on the brink of a new age of automation, one dominated by complex robots and artificial intelligence. In this issue, we examine the impact of the next generation of automation on workers, industry, and society at large. Evidence from history, economics, and our industry analysts suggest that robots are more likely to complement us than replace us.
13 Tipping points in 2018overlay
January 15, 2018
Konzept (Engl.)
Against expectations, economies and markets powered ahead in 2017. Many predict more records to be broken in 2018. Yet, in many sectors, things are more complicated and 2018 may be the year of tipping points that augur unexpected change – both positive and negative. In this issue, we probe these tipping points and analyse the effects on economies and industries that investors may have ignored.
Can markets withstand the removal of QE?overlay
October 2, 2017
Konzept (Engl.)
Welcome to the eleventh edition of Konzept, Deutsche Bank’s flagship research magazine, which coincides with memories of the first stirrings of the financial crisis entering their eleventh year. This issue is published as the Federal Reserve starts rolling back quantitative easing, symbolising the post-crisis era giving way to the post-QE world. <br/>The withdrawal of QE, however, causes anxiety among investors. After all, central bank balance sheets and asset prices have climbed hand-in-hand since the crisis. Does the planned descent of the former necessarily lead to the latter following suit? All three features in this Konzept are devoted to testing this hypothesis.<br/>
DeCAF – how to invest in a post-carbon worldoverlay
March 30, 2017
Konzept (Engl.)
Decarbonisation initiatives to halve global emissions will dictate how much certain industries can produce over the coming decades. DeCAF – Deutsche Bank’s Carbon Alignment Framework – is a new investment approach which recognises that the volume goals of policymakers and value goals of investors are not necessarily aligned.
The case against US infrastrucutre mega-spendingoverlay
October 22, 2016
Konzept (Engl.)
There is consensus among economists, politicians and commentators that America needs a massive infrastructure investment programme – even the two presidential candidates agree. In the name of<br/>balance, our lead feature sets out the counter argument.
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