Investing insights
Our global Chief Investment Office (CIO) publishes our economic outlook and investing themes. From thought-leadership on ESG and long-term trends to timely commentary on market developments, our investing insights are designed to help each client shape their financial tomorrow.
PERSPECTIVES Weekly Podcast
June 8 – ECB watch, with inflation back in focus
Markets are expecting the European Central Bank to lift interest rates this week, but rates may still have higher to go, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability in this week's episode.
Jun. 08, 2026
Iran conflict
PERSPECTIVES Weekly Podcast
June 8 – ECB watch, with inflation back in focus
Markets are expecting the European Central Bank to lift interest rates this week, but rates may still have higher to go, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability in this week's episode.
Jun. 08, 2026
Iran Conflict
Experts In-House: Perspectives – CIO View
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
Jun. 02, 2026
CIO Update Call
Experts In-House: CIO Update Call
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
May. 26, 2026
CIO Update Call
Experts In-House: CIO Update Call
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
May. 11, 2026
CIO Update Call
Experts In-House: CIO Update Call
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
Apr. 28, 2026
CIO Update Call
Experts In-House: CIO Update Call
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
Apr. 23, 2026
CIO Update Call
Experts In-House: CIO Update Call
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
Apr. 16, 2026
CIO Update Call
Experts In-House: CIO Update Call (US)
In light of the recent escalation in Iran, we discussed in our ad hoc Experts In‑House: CIO Update Call what these and other current developments could mean for capital markets and your investment portfolios.
Apr. 09, 2026
Economic and market outlook
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class outlook – June 2026
This publication provides a summary update of our economic and asset class views, supported by 2026 and 2027 forecasts for GDP growth and inflation, along with 12-month (June 2027) targets for key policy rates and fixed income, equities, commodities and FX markets.
Jun. 09, 2026
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – March 2026
Published following our quarterly CIO Day, this outlook provides a summary update of our economic and asset class views for the next 12 months.
Mar. 04, 2026
CIO Video Update
2026 so far: risks but also great opportunities
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.
Feb. 26, 2026
CIO Video Update
Annual outlook 2026 – Investing in tomorrow: opportunities and risks
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.
Jan. 13, 2026
PERSPECTIVES Annual Outlook
Cyclical impulses: key investment themes for Europe in 2026
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.
Jan. 08, 2026
PERSPECTIVES Special
The new age of electricity: Geopolitics, the role of the state and new technologies
In this PERSPECTIVES Special – The new age of electricity: Geopolitics, the role of the state and new technologies, we explore how a new age of electricity is already reshaping the global economic and geopolitical landscape – transforming energy from a commodity into a strategic infrastructure asset.
Jun. 07, 2026
PERSPECTIVES Special
World Cup 2026
This PERSPECTIVES Special previews the Football World Cup 2026, which represents a structural break in the history of the tournament, being hosted across 16 cities in the United States, Canada, and Mexico, thus making it the first truly tri-national and geographically dispersed World Cup.
Jun. 04, 2026
PERSPECTIVES Special
China’s EV sector in a higher oil price world
EVs represent a key entry point into the electrification theme and appear to be approaching a structural tipping point, driven by falling battery costs, improving technology, and rising oil prices that enhance the total cost advantage of electric vehicles. Our PERSPECTIVES Special – China’s EV sector in a higher oil price world looks further into this theme.
Jun. 03, 2026
PERSPECTIVES Memo
PERSPECTIVES Memo - Ceasefire brings tentative relief
In a dramatic turn of events, just hours before US President Donald Trump’s deadline expired, both the US and Iran agreed to a two-week ceasefire, aiming to negotiate a sustainable peace agreement. Israel has also joined the ceasefire, though it specified that the arrangement does not extend to Lebanon. Read more.
Apr. 07, 2026
PERSPECTIVES Special
The Hormuz conflict: Europe facing crosswinds
In this PERSPECTIVES Special we examine how exposed European economies are, how this conflict differs from the 2022 energy crisis, and what this means for markets and policy. We present our latest scenarios and address the implications for investors as Europe navigates increasingly challenging crosswinds.
Mar. 30, 2026
PERSPECTIVES Viewpoint Equity
Korea: From “discount” to re-rating
Here is the latest edition of our PERSPECTIVES Viewpoint – designed to provide regular, up-to-date analysis of key trends in all the major asset classes.
Apr. 16, 2026
PERSPECTIVES Viewpoint Commodities
Risks becoming reality
In this PERSPECTIVES Viewpoint Commodities: Risks becoming reality, we examine how the duration of current disruptions and shifting macro conditions are likely to shape energy and metals markets over the coming months.
Apr. 08, 2026
PERSPECTIVES Viewpoint FX
FX moves: Geopolitics versus monetary policy
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.
Mar. 20, 2026
PERSPECTIVES Viewpoint Alternatives
Hedge funds: Long/short equity strategies
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.
Mar. 03, 2026
