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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.

Economic and market outlook

Banner presenting 2026 economic outlook and strategic asset insights

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

Global Chief Investment Officer Christian Nolting

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

Christian Nolting discussing global economy on CIO update call

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

Searching for European investment themes

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 09, 2026

Mining for commodities

PERSPECTIVES Annual Outlook

Fierce competition: key investment themes for emerging markets in 2026

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.

Jan 07, 2026

eu mercosur agreement new opportunities ahead desktop

PERSPECTIVES Special

EU-Mercosur agreement: New opportunities ahead

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.

Mar 13, 2026

perspectives memo middle east escalation energy transit risks market volatility

PERSPECTIVES Memo

Middle East escalation: energy transit risks & market volatility

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.

Mar 02, 2026

desktop alternatives private markets

PERSPECTIVES Special

Alternatives: Private markets – the year ahead

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.

Feb 13, 2026

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PERSPECTIVES Special

The global sports industry – Game on: unlocking investor value

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.

Feb 06, 2026

desktop japan equities

PERSPECTIVES Special

Japan 2026 Outlook: Strategic reorientation amid policy normalisation and structural reforms

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.

Jan 22, 2026

Candlestick graph showing price changes

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

Candlestick graph showing price changes

PERSPECTIVES Viewpoint Commodities

Welcome correction in precious metals prices

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.

Feb 04, 2026

credit fixed income desk

PERSPECTIVES Viewpoint Fixed Income

Credit – Income over compression

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

Jan 22, 2026

perspectives viewpoint fx

PERSPECTIVES Viewpoint FX

Politics, monetary policy, fiscal stimuli

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.

Jan 16, 2026

Aerial view of highway curves symbolizing fiscal crossroads

PERSPECTIVES Viewpoint Fixed Income

Steep curves and fiscal crossroads

Global bond markets are entering a new era of steeper curves and persistently higher yields. We explore what this landscape could mean for investors.

Dec 16, 2025

Open-pit mine for commodities and metals market resources

PERSPECTIVES Viewpoint Commodities

Navigating metals, energy & strategic materials

Ranging from gold to rare earths, this PERSPECTIVES Viewpoint dives into the forces driving volatility, opportunity, and risk across the commodity spectrum.

Dec 15, 2025

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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.

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