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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

U.S. and European real estate: taking a closer look | Deutsche wealth management services

CIO Special report

U.S. and European real estate: taking a closer look

The real estate sector faces a difficult global economic environment as central banks continue to tighten monetary policy. We consider the varying circumstances and outlooks for different sectors and regions.

Nov. 10, 2022


United Kingdom – Keep Calm and Carry On? | Deutsche wealth management services

CIO Special report

United Kingdom – Keep Calm and Carry On?

Recent UK political uncertainty and a misjudged budget bill in September has put the focus on the country’s economic outlook. The Autumn Statement, to be delivered on November 17, will be the key calendar item to watch as tax rises and spendings cuts are expected in order to balance the books.

Nov. 07, 2022


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Future Fundamentals podcast

Sovereign carbon credits

Claire Coustar of Deutsche Bank’s Investment Bank joins Markus Müller, Chief Investment Officer ESG & Global Head Chief Investment Office at Deutsche Bank's Private Bank, to discuss the recent evolution of the sovereign carbon credits market and how it will help us value and protect natural assets.

Nov. 03, 2022


Cities under threat: real estate investment and climate change | Deutsche wealth management services

CIO Special report

Cities under threat: real estate investment and climate change

Cities both exacerbate climate change and suffer from its consequences – e.g. through flooding, or excess heat, or changing patterns of disease. Getting them to work better must be a key environmental and social priority.

Nov. 01, 2022


U.S. Election: Midterm Matters | Deutsche wealth management services

CIO Special report

U.S. Election: Midterm Matters

On November 8, votes will be cast to decide the 118th U.S. Congress. Regardless of the outcome, there will be challenges for the U.S. economy in the immediate future and implications for investors.

Oct. 25, 2022


Commodities, the energy transition and ESG portfolios | Deutsche wealth management services

CIO Special report

Commodities, the energy transition and ESG portfolios

Energy price volatility has had an obvious impact on ESG portfolios this year, but we also need to consider the longer-term dynamics around energy and commodity markets.

Oct. 19, 2022


Energy and Asia: future challenges | Deutsche wealth management services

CIO Special report

Energy and Asia: future challenges

Our CIO Special looks at the rapidly growing Asian energy market and how policymakers are trying to satisfy growing demand – while also reducing carbon emissions and improving energy security.

Oct. 13, 2022


India: on the cusp of energy transition | Deutsche wealth management services

CIO Special report

India: on the cusp of energy transition

In this CIO Special we look at the remarkable progress that India has achieved in its energy transition from fossil-fuel based sources to sustainable and green ones.

Sep. 23, 2022


CIO Spain inflation

CIO Special report

Spain: high inflation adds to old problems

Our new CIO Special discusses our economic outlook for Spain, with a particular focus on fiscal and debt vulnerabilities.

Jul. 26, 2022


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Future Fundamentals podcast

The future of work and the ReRo revolution

Marion Laboure, Senior Economist at Deutsche Bank and Research Lecturer at Harvard University, joins Markus Müller, Chief Investment Officer ESG & Global Head Chief Investment Office at Deutsche Bank's Private Bank, to discuss the continuing process of workplace change and the Remote working and Robotics (ReRo) revolution.

Jul. 21, 2022


Asia H2 Outlook 2022

CIO Special report

Asia H2 Outlook: external headwinds to test domestic resilience

In our new CIO Special we assess the external headwinds and domestic challenges faced by Asian economies in H2 and provide a macroeconomic and asset class outlook.

Jun. 17, 2022


ASEAN: medium-term investment positives | Deutsche wealth management services

CIO Special report

ASEAN: medium-term investment positives

In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.

Apr. 27, 2022


The future of work and the ReRo revolution | Deutsche wealth management services

CIO Special report

The future of work and the ReRo revolution

Remote working looks likely to persist in some form for many employees as the world learns how to live with coronavirus. But our new CIO Special argues that remote working needs to be seen as just one component of a continuing process of workplace change.

Apr. 04, 2022


China's NPC: ambitious growth target for 2022 | Deutsche wealth management services

CIO Special report

China's NPC: ambitious growth target for 2022

China concluded its National People’s Congress (NPC) on March 11 and released the key economic priorities for 2022. Our latest CIO Special highlights the key takeaways from China’s NPC this year.

Mar. 30, 2022


Italy: outlook still hinges on fiscal reforms | Deutsche wealth management services

CIO Special report

Italy: outlook still hinges on fiscal reforms

In our new CIO Special we look at the challenges faced by the Italian economy and the next steps related to NextGen EU implementation.

Mar. 17, 2022


Biden agenda stands at a crossroads | Deutsche wealth management services

CIO Special report

Biden agenda stands at a crossroads

We look back at President Biden’s first year in the White House and his administration’s successes and disappointments, as well as looking ahead to what will be a defining period for his presidency.

Mar. 03, 2022


Cyber security: protection for the digital environment | Deutsche wealth management services

CIO Special report

Cyber security: protection for the digital environment

In our new CIO Special we analyse the developments and trends impinging on cyber security and we focus on the issues and challenges created by increasing online transactions and interactions.

Feb. 15, 2022


China’s property sector: near-term challenges; waiting for opportunities | Deutsche wealth management services

CIO Special report

China’s property sector: near-term challenges; waiting for opportunities

In our latest CIO Special we look at the near-term challenges in China’s high yield property sector and what could happen next with the government’s easing economic policies.

Jan. 27, 2022


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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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