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

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


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


future fundamentals podcast measuring esg

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


ff sustainable supply chain

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


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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.

 


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