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As the opening quarter of 2026 draws to a close, currency markets have gone through a clear regime shift. In this FX Viewpoint, we assess how these shifting macro and geopolitical forces may shape currency markets over the next twelve months. Learn more.

This PERSPECTIVES Special examines how Beijing is prioritising risk control, technological upgrading and productivity gains, while keeping demand support targeted and measured. We assess the implications for growth, inflation and policy transmission, and outline where investors should expect greater dispersion across asset classes and sectors – highlighting the opportunities most closely aligned with China’s evolving strategic priorities.

We assess how a Hormuz-related energy shock transmits through APAC macro fundamentals, sector earnings and equity market positioning, and why it may act as a structural catalyst for Asia’s long term energy security transition rather than just a short-term market event.

We assess the key features of the EU-Mercosur agreement, its implications for investment and trade flows, and the equity market sectors most likely to benefit on both sides.

Monterey Bay, in northern California, is beautiful both above and below the waterline. It supports remarkable marine biodiversity. So we expected our most recent round of eDNA testing there to show some exciting results – and it did.

Published following our quarterly CIO Day, this outlook provides a summary update of our economic and asset class views for the next 12 months.

Touch down at Santa Monica Airport to take in the highlights of this year's fair with Matthew McLean, Creative Director at Frieze Studios. Meet the artists and gallerists exhibiting this year, with Deutsche Bank proud to be the global lead partner of Frieze Art Fairs for over 20 years.

In 2025, the global hedge fund industry saw high net inflows with long/short (L/S) equity strategies continuing to form the largest sub-asset class in assets under management (AuM) terms. We discuss the opportunities and risks.

The conflict has escalated with direct US-Israel strikes on Iran and regional retaliation. Risks to energy supply have increased significantly, as energy transportation through the Strait of Hormuz has been disrupted. Read more.

Global Chief Investment Officer Christian Nolting reflects on the year to date, outlining the key risks and emerging opportunities shaping markets — and what they could mean for investors in 2026.

In this PERSPECTIVES Special we look at the outlook for private markets. We consider recent developments supporting greater investor participation, the macroeconomic factors affecting investment allocation and our base case outlook and risks for 2026. Read more.

The global sports industry has entered a new growth phase. We look at the reasons behind this growth, M&A activities and private investment, why regional differences matter for investors and the opportunities for further sports industry innovation.

Parabolic precious metals gains snapped as margin hikes and crowded positioning triggered historic single-day plunges. This update evaluates the outlook for gold and silver.

Leading thinkers from across Silicon Valley helped Deutsche Bank Wealth Management clients grasp the latest trends in science and technology at the annual summit.

Carry is taking centre stage again in 2026 as credit markets navigate elevated supply, tight valuations, and the accelerating AI financing cycle.

In this PERSPECTIVES Special we explore how Japan’s evolving geoeconomic strategy, innovation push, and corporate transformation are set to reshape the investment landscape in the years ahead.

US President Donald Trump announced on social media that the United States would implement a 10% tariff on eight European nations (Germany, France, the United Kingdom, the Netherlands, Norway, Sweden, Finland and Denmark) with effect from February 1, amid opposition to US intentions for Greenland. Read more.

In this publication we explore how politics, monetary policy and fiscal stimuli are set to reshape major currency paths in 2026 and present our corresponding exchange rate forecasts.

Global Chief Investment Officer, Christian Nolting and the CIO team discuss where the global economy and markets may be headed – and what this could mean for investors in the year ahead.

Europe's story is one of cautious optimism, strategic intervention, and the search for sustainable growth. Deutsche Bank Private Bank’s CIO for Germany, Ulrich Stephan, outlines what investors should watch out for in the year ahead.

Deutsche Bank’s CIO for Emerging Markets, Professor Dr Jacky Tang, explores how fierce competition for critical commodities, shifting supply chains and evolving policy landscapes are shaping risks and opportunities for investors in 2026.

Deepak Puri, Deutsche Bank Private Bank’s CIO for the Americas, outlines how AI-driven innovation, economic resilience, and shifting market dynamics in the US are setting the scene for recovery and opportunity in 2026 and beyond.