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

CIO Special | Deutsche Bank Wealth Management

CIO Special report

China: growth key to market upside

The recent positive performance by Chinese equities has been mainly driven by a modest improvement in macroeconomic data.

May. 14, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Italy: staying positive

Italy has weathered recent economic crises, including COVID-19 and the European energy shock, better than expected. In Q4 2023, Italy’s GDP growth was +0.2% QoQ, compared to 0.0% for the Eurozone. For the full year 2023, Italy’s growth was 0.7%, outperforming the Eurozone’s 0.5%.

May. 10, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Singapore: economic and sector prospects

Singapore’s economic openness creates both challenges and strengths. The external sector is an unavoidable source of risk, the high cost of living is a concern and an ageing population. But, set against this, Singapore has a number of important strengths – a globally-connected economy, business-friendly environment, political system and benefits from its role in ASEAN.

May. 02, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Bottoming out in the German housing market

It remains a challenging environment for the German housing market, but rate cuts, economic growth and structural rental market shortages should help the market to bottom out.

Apr. 30, 2024


investing blue economy desk

Future Fundamentals podcast

Investing in the Blue Economy: a blueprint for action

In our Future Fundamentals podcast, Karen Sack, of ORRAA, and Markus Müller, our Chief Investment Officer for ESG, take a deep dive into the sustainable blue economy.

Apr. 26, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Long-term Capital Market Assumptions: our latest forecasts

These form a vital component some systematic long-term asset allocation approaches. We highlight significant developments since our last review and the reasons for them.

Apr. 24, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

China’s economy: awaiting the right cues

China recently released a flurry of Q1 economic data. But while GDP numbers were surprisingly strong, some other activity measures continue to disappoint. So has China’s economy really turned a corner?

Apr. 18, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Bitcoin: from bubble to mainstream?

Bitcoin is unlikely to assert itself as a widespread medium of exchange but may be on its way to mainstream acceptance as a store of value, although the risks of holding it remain high.

Apr. 11, 2024


Atmosphere: Shield of the earth | Deutsche wealth management services

CIO Special report

Atmosphere: Shield of the earth

The third in our trilogy of keynote presentations on the Earth's "Life Pillars" explains why climate-related risks and opportunities should be important considerations for investors with regard to long-term portfolio development.

Mar. 26, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Smart Mobility: EVs and batteries present opportunities and risks

Favourable long-term trends for the electric-vehicle market remain intact – but an excess supply of battery metals means the outlook for miners remains clouded.

Mar. 19, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

LTIT: Sustainable Food Systems – favourable entry points ahead?

Sustainable food systems (SFS) deliver food security and nutrition in ways that are sustainable in economic, social and environmental terms. Transitioning towards sustainable food systems could open up business opportunities worth USD4.5 trillion per year by 2030.

Mar. 11, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

India: Will a billion voters move markets in the world’s biggest democratic election?

India, the world’s largest democracy, is heading to a national vote, with results expected by the end of May. Almost one billion registered voters will make this the biggest election exercise anywhere, ever.

Mar. 07, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Why women’s financial inclusion matters

The empowerment of women in the labour force is important in ways that go beyond the critical matter of social justice. Female financial inclusion and gender equality are “macrocritical” to boosting economic activity.

Mar. 07, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

U.S. Election: ‘Super Tuesday’ moves Biden-Trump closer

In a year that has been claimed to be the busiest in history for political elections, there will be no bigger event in the calendar than the race to be President of the United States, due to be held on November 5th.

Mar. 05, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Asset allocation for private clients

Strategic asset allocation for private clients starts with detailed knowledge of an investor’s risk profile, investment horizon, and performance targets, among other considerations.

Feb. 23, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Long-term investment theme Digitisation: going to the next level

For investors, digitisation provides a wide range of investment alternatives, with business activities such as cloud computing, Internet of Things (IoT), digital entertainment, and others showing substantial growth potential.

Feb. 19, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Consumption recovery through 2024 provides opportunities

Consumers are holding up relatively well in the U.S. and Europe, despite a weaker economic environment. This could yield interesting opportunities in the stock market, particularly in the area of discretionary consumption.

Feb. 02, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Greece: back to economic health

Compared to the eurozone overall, Greece could experience slightly higher economic growth in the coming years, in particular due to a resurgence in private consumption.

Jan. 29, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Managing investment uncertainty with asymmetric strategies

Adherence to strong convictions in the face of market-moving events can potentially trigger undesirable timing mistakes. Asymmetric strategies can allow more potential upside for a given portfolio risk.

Jan. 19, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Spain: lower GDP growth in 2024

The Spanish economy has shown remarkable resilience during 2023, but the latest indicators point to a slowdown. A complex political environment will make it more difficult to address some important challenges.

Dec. 05, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

U.S. Election: Running up that hill

In our new CIO Special – U.S. Election: Running up that hill, we explore the political landscape of the upcoming Presidential elections, key issues that will shape the narrative for the race and its potential impact for investors.

Nov. 22, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

ESG & investment performance: think strategically

The key to sustained long-term returns from ESG investment is effective strategic asset allocation.

Oct. 24, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Smart mobility: switch, optimise, prioritise

Once we looked to technology to make transportation systems cheaper, faster or safer. But “smart mobility” needs to be more sustainable too - and the primary challenge may be social in nature.

Oct. 20, 2023


ff sustainable cities copy

Future Fundamentals podcast

Sustainable cities

The Private Bank’s ESG CIO Markus Müller and Dr. Philipp Rode of the London School of Economics (LSE) look at how cities can adapt to increasing social, economic and environmental pressures in an ever-more urbanised world.

Oct. 17, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Rise in Italian government bond spreads

The recent discussions regarding looser fiscal policy in Italy have exacerbated the volatility on the bond market, leading to a moderate widening of its spreads.

Oct. 13, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

What Global South developments mean for Asia

The expansion of the BRICS coalition, with six nations set to join at the start of 2024, will provide the group with increased access to mineral resources and impact global supply chains.

Oct. 12, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

ESG investment: understanding system changes

Environmental constraints mean that system changes will be necessary to meet four key human demands –for energy, food, manufacturing and mobility.

Oct. 11, 2023


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Strengthen the competitiveness of the German economy

The German economy is faltering and there is a growing debate about the appropriate policy response, but we remain confident that the country can address its structural challenges.

Sep. 15, 2023


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