blue economy definition

Investment themes

Our key investment themes are designed to have long-term relevance and to identify continuing investment opportunities. Browse the latest reports published by our global Chief Investment Office (CIO).

Our latest reports

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Future Fundamentals podcast

Measuring sustainability

Deutsche Bank Private Bank’s ESG CIO Markus Müller and Anna Katharina Mayer, Club of Rome member and FindingSustainia co-founder, look at the complex issues around measuring sustainability – in other words, how we assess the real impact of corporate, government and individual actions on the natural world around us.

Aug. 21, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

China: Looking beyond the near-term challenges

The Chinese government has left no doubt that it is serious about addressing the country's sluggish growth with targeted support measures, but recent economic data confirm the near-term challenges.

Aug. 11, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Corporate bonds in the U.S. and Eurozone – risks and opportunities

The ratings for investment-grade corporate bonds in the U.S. and the Eurozone have developed positively recently - despite difficult economic conditions.

Aug. 11, 2023


Rainforests: the Earth’s green lung | Deutsche wealth management services

CIO Nature Series

Rainforests: the Earth’s green lung

Rainforests provide invaluable ecosystem services supporting climate management, biodiversity, and rural livelihoods—but they are also fragile. In this publication, we focus on four key concerns: deforestation, climate change, poaching and illegal trade, and mining and oil extraction

Aug. 02, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Global Banks: Complex challenges and compelling opportunities

In the medium term we continue to favour European banks over their U.S. peers, but note that investors willing to look beyond the short-term headwinds may find interesting opportunities in the U.S.

Aug. 01, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Japanese equities remain on the up

Japanese equities have been among the top performers this year, with the TOPIX posting a striking 20.9% return in JPY terms since the beginning of the year, and the Nikkei 225 climbing to a 33-year high. This new CIO Special on Japan looks at the factors that may have contributed to this success and future developments in the country.

Jul. 24, 2023


The great decoupling? Rethinking sustainable globalisation | Deutsche wealth management services

CIO Special report

The great decoupling? Rethinking sustainable globalisation

Produced in collaboration with DB Research, our new report identifies key challenges for globalisation and examines whether we are seeing the “great decoupling” of supply chains and other economic links.

Jul. 13, 2023


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Future Fundamentals podcast

Sustainable value chains

Deutsche Bank Private Bank's ESG CIO Markus Müller and Deutsche Bank Research’s Marion Laboure look at value chains in the global economy – and why there are increasing concerns about their sustainability.

Jul. 13, 2023


Spain: economic and political challenges ahead | Deutsche wealth management services

CIO Special report

Spain: economic and political challenges ahead

In this publication, we review the economic and political uncertainty facing Spain, update our growth forecasts for the country and detail the investment implications for different Spanish assets going forward.

Jul. 07, 2023


Infrastructure: Supporting a sustainable future | Deutsche wealth management services

CIO Special report

Infrastructure: supporting a sustainable future

This CIO Special on one of our long-term investment themes looks at possible future developments in the infrastructure sector, based on the four key themes of resilience, sustainability, innovation and inclusivity.

Jul. 04, 2023


T-Bill Torrent: what next after the U.S. debt ceiling deal? | Deutsche wealth management services

CIO Special report

T-Bill Torrent: what next after the U.S. debt ceiling deal?

In this publication, we outline the possible next steps for investors as the U.S. Treasury looks to replenish its Treasury General Account (TGA) with a surge in supply.

Jun. 12, 2023


The Ocean: an essential pillar of planetary life | Deutsche wealth management services

CIO Special report

The Ocean: an essential pillar of planetary life

In this publication, we take a close look at the environmental benefits we gain from the marine environment, the definition of a Sustainable Blue Economy, development areas and problems and how we can help finance sustainable maritime nature-based projects.

Jun. 08, 2023


U.S. Debt Ceiling: Taking it to the limit | Deutsche wealth management services

CIO Special report

U.S. Debt Ceiling: Taking it to the limit

The recurring negotiations around the U.S. debt limit, commonly called the debt ceiling, have developed into one of the more uncomfortable aspects of political life.

May. 19, 2023


High nominal yields, high inflation: the case for systematic hedging | Deutsche wealth management services

CIO Special report

High nominal yields, high inflation: the case for systematic hedging

A changing investment environment has prompted many investors to question their approach to asset allocation and risk management.

May. 15, 2023


Land – A key Life Pillar | Deutsche wealth management services

CIO Special report

Land – A key Life Pillar

In our latest publication, we take a deep look at the importance of biodiversity, particularly from an investor's perspective.

Apr. 18, 2023


Energy Transition: the quest for emissions-free energy | Deutsche wealth management services

CIO Special report

Energy Transition: the quest for emissions-free energy

Our CIO Special report looks at a central challenge for the world today: how we produce and use energy in a more sustainable way.

Apr. 12, 2023


So far, so good: BoE policy under the sign of growth resilience  | Deutsche wealth management services

CIO Special report

So far, so good: BoE policy under the sign of growth resilience

Although the Bank of England (BoE) raised its key rate in March and is now forecasting UK GDP growth in Q2 instead of contraction, it has stated that the monitoring of financial and credit conditions will be paramount going forward.

Apr. 06, 2023


Big Tech: Regulation remains an important factor  | Deutsche wealth management services

CIO Special report

Big Tech: Regulation remains an important factor

In our CIO Special, we look at the regulatory picture in jurisdictions around the world and consider the investment outlook.

Mar. 09, 2023


India: Why it will be a USD 7 trillion economy by 2030

CIO Special report

India: Why it will be a USD 7 trillion economy by 2030

In our latest CIO Special – India: Why it will be a USD 7 trillion economy by 2030 – we look at the structural shifts taking place currently in India which are setting the stage for it to become the fourth largest economy in the world by the end of this decade.

Mar. 02, 2023


U.S. small cap outperformance may continue | Deutsche wealth management services

CIO Special report

U.S. small cap outperformance may continue

In our latest CIO Special we look at why U.S. small cap equities within the S&P 600 have recently outperformed the S&P 500 and the outlook for both indices

Feb. 23, 2023


A promising start for EM equities and a look ahead  | Deutsche wealth management services

CIO Special report

A promising start for EM equities and a look ahead

In our CIO Special, we look at the performance by emerging market (EM) equities that has become more optimistic about the potential boost from China's Covid reopening.

Feb. 20, 2023


Semiconductor sector: semi-recovered? | Deutsche wealth management services

CIO Special report

Semiconductor sector: semi-recovered?

After supply chain problems, geopolitical tensions, the aftermath of the global pandemic, a worsening interest rate outlook and surging inflation made 2022 a difficult year for semis investors, the sector is now on the road to recovery.

Feb. 17, 2023


German economy facing challenges | Deutsche wealth management services

CIO Special report

German economy facing challenges

Our latest CIO Special highlights the structural issues facing the German economy in the aftermath of the Covid and energy crises.

Feb. 09, 2023


China generating tailwinds for commodity currencies | Deutsche wealth management services

CIO Special report

China generating tailwinds for commodity currencies

Our latest CIO Special highlights the significance of China’s swift decision to end its zero-Covid policy and implement economic stimulus measures for countries around the globe that are major exporters of commodities.

Feb. 07, 2023


EM corporate bonds benefit from China reopening | Deutsche wealth management services

CIO Special report

EM corporate bonds benefit from China reopening

We look at the sub asset class of USD denominated Emerging Markets corporate bonds which stand out as one of the key beneficiaries of positive newsflow out of China as economic activity looks set to resume in the Asian economy.

Jan. 25, 2023


Mangroves: why they need protection | Deutsche wealth management services

CIO Nature Series

Mangroves: why they need protection

Mangroves are highly important for biodiversity and play a crucial role as nature-based solutions to mitigate the effects of climate change, even though they make up less than 1% of all tropical forests worldwide.

Jan. 24, 2023


Eurozone approaching inflation peak | Deutsche wealth management services

CIO Special report

Eurozone approaching inflation peak

Our new CIO Special discusses developments in Eurozone inflation, the ECB’s monetary policy intentions and the outlook for sovereign bonds.

Jan. 23, 2023


S&P fourth quarter earnings season: a slippery slope | Deutsche wealth management services

CIO Special report

S&P fourth quarter earnings season: a slippery slope

Aggregate corporate earnings in the S&P 500 may have shrunk by 2.2% in Q4 2022 due to declining margins.

Jan. 18, 2023


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In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.

 


The content and materials on this website may be considered Marketing Material. The market price of an investment can fall as well as rise and you might not get back the amount originally invested.  The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.

 

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