Deutsche Asset Management

Official account of Deutsche Asset Management. Here to mainly observe.

[Deutsche Asset Management @deutsche_am]

Amidst the excitement in markets about the strong U.S. GDP growth, some nuance seems in order when looking at the linkages between U.S. fiscal balances and economic growth. 👉 Read more here: https://t.co/8PlHHjNSlQ

[Deutsche Asset Management @deutsche_am]

Buyers of U.S. government #bonds seem to be concerned about the consequences of Donald Trump's election for their asset class. In our opinion, there are sufficient arguments for higher #yields in the event of his victory. 👉 Read more here: https://t.co/e8AXsuXKgI

[Deutsche Asset Management @deutsche_am]

Geopolitical risk adds yet another layer of complexity to understanding commodity prices, including #carbon. In terms of forecast reliability, though, it’s all about the volatility.
👉 Read more here: https://t.co/KXXNO35vYM

[Deutsche Asset Management @deutsche_am]

How do investors view the vividly discussed new asset class of #cryptocurrencies?
➡️ Click here to read what some of DWS’ and Galaxy’s top thought leaders think about the new emerging asset class: https://t.co/OiXH1NPhpv
@galaxyhq #digitalassets #bitcoin

[Deutsche Asset Management @deutsche_am]

⚽ Wir verlosen 1 x 2 VIP-Tickets für das Spiel der Eintracht Frankfurt Frauen gegen FC Rosegard in der Königsklasse. 🏆 31.01.2024 um 21 Uhr. 🍀
➡️ Hier mitmachen: https://t.co/zeQKJVqTFu
👉 Teilnahmeschluss: 22.01.2024

DWS ist Strategischer Partner von @Eintracht Frankfurt.

[Deutsche Asset Management @deutsche_am]

Recent shocks show that the Eurozone is a very heterogeneous collection of still largely national economies. Progress is underway, but #inflation has not been defeated yet. 👉 Read more here: https://t.co/0Z1LXw4XUK

[Deutsche Asset Management @deutsche_am]

#Shares are rather a long-term #investment: time beats timing. It might be worth to stay invested, even - or especially - after phases of heavy losses. DWS Chief Economist Europe, Dr. Martin Moryson explains the forecasts for 2024. 👉 Read more here: https://t.co/tn1qHXDBA4

[Deutsche Asset Management @deutsche_am]

Thought leaders from DWS and @galaxyhq sat down to discuss #cryptocurrencies from an investor’s perspective.
➡️ Click here to find out what they have to say: https://t.co/2wlUCbzQkk
#digitalassets #bitcoin #ethereum #digitalassetmanagement

[Deutsche Asset Management @deutsche_am]

Will 2024 be THE #bond year? And which impact can #centralbanks and #inflation have? DWS CIO Björn Jesch explains what to take into consideration when #investing. 👉 Learn more here: https://t.co/AFhYGsgzcC

[Deutsche Asset Management @deutsche_am]

In the current Market Update with the Head of Macro Research, Johannes Müller, we look back at 2023 and determine what lessons can be learned. 👉 Read more here: https://t.co/lbJ7oMSHcQ

[Deutsche Asset Management @deutsche_am]

Which #regions and #sectors could be interesting for #equity investors in 2024? DWS CIO Björn Jesch explains what to look out for in a challenging environment. 👉 Learn more here: https://t.co/ve6IK6MoPY

[Deutsche Asset Management @deutsche_am]

#Cryptocurrencies in general, and #Bitcoin in particular, are definitely worth investigating in a portfolio context. It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.

[Deutsche Asset Management @deutsche_am]

Higher #yields have proven to be a formidable headwind for both residential and commercial #properties, but #fundamentals have generally been stalwart. Real estate is worth another look in our view.
👉 Read more here: https://t.co/1wqNT5c6Nm
#CIOViewSpecial

[Deutsche Asset Management @deutsche_am]

For almost two years #Europe's small cap stocks have been lagging behind blue chips, despite good results and very low valuations. Compared to U.S. #equities in particular, they look better valued than ever in our view. Is it time for them to perform in 2024?

[Deutsche Asset Management @deutsche_am]

After the ruling on the use of the special #funds by the Federal Constitutional Court, the #budget is in shambles. In the current market update, DWS Chief Economist Europe, Dr. Martin Moryson analyzes the situation.

[Deutsche Asset Management @deutsche_am]

Our "10 themes" are here. In these, we shed light on the recurring challenges that investors face each day and offer food for thought for 2024 and beyond. ➡️ Read our 10 themes for the year ahead here: https://t.co/nJj9kaljUt
#CIOViewSpecial

[Deutsche Asset Management @deutsche_am]

How optimistic can we be about #investments in 2024 if the year begins with a #recession? The fact that our forecasts focus on the end of the year provides some hope. By then things could look pretty good – provided #inflation doesn't flare up again.

[Deutsche Asset Management @deutsche_am]

Some U.S. households are clearly getting squeezed by higher interest rates. How much of a #macroeconomic impact this will have, and at what point in time, is surprisingly tricky, however.

[Deutsche Asset Management @deutsche_am]

In October the crisis in the Middle East hit already fragile #capital markets. #Stocks fell for the third month in a row, and U.S. government bonds for the sixth. High bond #yields could continue to weigh on other asset classes for the time being.

[Deutsche Asset Management @deutsche_am]

Why is the U.S. #banking sector trading near its record low against the S&P 500 in this interest rate environment? There are, in fact, many reasons and we think the #valuation discount is therefore appropriate.
➡️ Read more here: https://t.co/XYL7goIjif