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

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.webp

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


CIO Special | Deutsche Bank Wealth Management

CIO Special report

Land resources: Conservation and regeneration

Our planet provides an abundance of land-based resources that we use to meet our needs, but just five key demand areas - cement, aluminium, steel, plastics, and food - account for around 37% of global CO2 emissions.

Aug. 22, 2023


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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

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


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


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


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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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