Why is the U.S. #banking sector trading near its record low against the S&P 500 in this interest rate environment? There are, in fact, many reasons and we think the #valuation discount is therefore appropriate. ➡️ Read more here: dws.co/60174qJWH

In October the crisis in the Middle East hit already fragile #capital markets. #Stocks fell for the third month in a row, and U.S. government bonds for the sixth. High bond #yields could continue to weigh on other asset classes for the time being.

Some U.S. households are clearly getting squeezed by higher interest rates. How much of a #macroeconomic impact this will have, and at what point in time, is surprisingly tricky, however.

How optimistic can we be about #investments in 2024 if the year begins with a #recession? The fact that our forecasts focus on the end of the year provides some hope. By then things could look pretty good – provided #inflation doesn't flare up again.

Our "10 themes" are here. In these, we shed light on the recurring challenges that investors face each day and offer food for thought for 2024 and beyond. ➡️ Read our 10 themes for the year ahead here: dws.co/60144SRvj #CIOViewSpecial

After the ruling on the use of the special #funds by the Federal Constitutional Court, the #budget is in shambles. In the current market update, DWS Chief Economist Europe, Dr. Martin Moryson analyzes the situation.

For almost two years #Europe's small cap stocks have been lagging behind blue chips, despite good results and very low valuations. Compared to U.S. #equities in particular, they look better valued than ever in our view. Is it time for them to perform in 2024?

Higher #yields have proven to be a formidable headwind for both residential and commercial #properties, but #fundamentals have generally been stalwart. Real estate is worth another look in our view. 👉 Read more here: dws.co/60134SiCD #CIOViewSpecial

#Cryptocurrencies in general, and #Bitcoin in particular, are definitely worth investigating in a portfolio context. It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.

Which #regions and #sectors could be interesting for #equity investors in 2024? DWS CIO Björn Jesch explains what to look out for in a challenging environment. 👉 Learn more here: dws.co/60174sufl

In the current Market Update with the Head of Macro Research, Johannes Müller, we look back at 2023 and determine what lessons can be learned. 👉 Read more here: dws.co/60104sjUs

Will 2024 be THE #bond year? And which impact can #centralbanks and #inflation have? DWS CIO Björn Jesch explains what to take into consideration when #investing. 👉 Learn more here: dws.co/60194sImL

Thought leaders from DWS and Galaxy sat down to discuss #cryptocurrencies from an investor’s perspective. ➡️ Click here to find out what they have to say: dws.co/60104QzvO #digitalassets #bitcoin #ethereum #digitalassetmanagement

#Shares are rather a long-term #investment: time beats timing. It might be worth to stay invested, even - or especially - after phases of heavy losses. DWS Chief Economist Europe, Dr. Martin Moryson explains the forecasts for 2024. 👉 Read more here: dws.co/60184QdoE

Recent shocks show that the Eurozone is a very heterogeneous collection of still largely national economies. Progress is underway, but #inflation has not been defeated yet. 👉 Read more here: dws.co/60174Qdv7

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How do investors view the vividly discussed new asset class of #cryptocurrencies? ➡️ Click here to read what some of DWS’ and Galaxy’s top thought leaders think about the new emerging asset class: dws.co/60194Qtvl Galaxy #digitalassets #bitcoin

Geopolitical risk adds yet another layer of complexity to understanding commodity prices, including #carbon. In terms of forecast reliability, though, it’s all about the volatility. 👉 Read more here: dws.co/60124vBii

Buyers of U.S. government #bonds seem to be concerned about the consequences of Donald Trump's election for their asset class. In our opinion, there are sufficient arguments for higher #yields in the event of his victory. 👉 Read more here: dws.co/60124viMQ

Amidst the excitement in markets about the strong U.S. GDP growth, some nuance seems in order when looking at the linkages between U.S. fiscal balances and economic growth. 👉 Read more here: dws.co/60194aEYb