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Asset class insights

Browse investment insights by asset class in the latest reports published by our global Chief Investment Office (CIO).

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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

Japanese flag outside modern glass building symbolizing equities

PERSPECTIVES Viewpoint Equity

Japan – Takaichi and corporate reforms

This report examines the key drivers behind the momentum in Japan’s stock market and outlines the factors drawing increased investor interest. Read for more information.

Dec. 10, 2025

china q3 earnings sectoral divergence desktop

PERSPECTIVES Viewpoint Equity

China’s Q3 earnings: sectoral divergence

PERSPECTIVES Viewpoint Equity: China’s Q3 earnings: sectoral divergence, spotlights how policy support, AI infrastructure, and green energy are helping to drive selective investment opportunities. Read for more information.

Nov. 28, 2025

equity market image desktop

PERSPECTIVES Viewpoint Equity

India’s equity market – Ready to rebound?

In this PERSPECTIVES Viewpoint Equity: India’s equity market – Ready to rebound?, we examine whether India’s recent equity market underperformance signals a prolonged trend or sets the stage for a catch-up, as domestic resilience and global dynamics shape the outlook for the year ahead.

Nov. 17, 2025

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PERSPECTIVES Viewpoint Equity

Artificial Intelligence – Bubble or Boom?

In this PERSPECTIVES Viewpoint, we examine the drivers behind the AI rally, compare today’s market dynamics with past technology bubbles, and highlight the critical differences that set this cycle apart.

Oct. 28, 2025

Fixed Income

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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.
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.
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Bond markets caught between monetary and fiscal policies

Central banks have successfully brought down inflation rates close to target levels and pivoted monetary policy towards a rate cut cycle. We discuss the factors currently driving bond markets and present our view on bond asset classes.
Visual Representation of Currency Notes

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 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

Monetary policy back in the spotlight

PERSPECTIVES Viewpoint FX

Monetary policy back in the spotlight

In this PERSPECTIVES Viewpoint FX, we analyse the factors expected to influence exchange rates in the coming months. We also provide our 12-month outlook for the USD and some other currencies.

Oct. 21, 2025

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PERSPECTIVES Viewpoint FX

Headwinds for the USD persist

In this PERSPECTIVES Viewpoint FX: Headwinds for the USD persist, we address the recent shift in focus from monetary policy decisions to the fiscal and trade policies of the US and the likely near-term developments in this regard. We also provide our outlook for the USD and a number of other currencies.

Jul. 03, 2025

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PERSPECTIVES Viewpoint FX

Paradigm shift in the currencies markets

In this PERSPECTIVES Viewpoint FX: Paradigm shift in the currencies markets – we examine the factors influencing the development of exchange rates in the next twelve months and present our corresponding forecasts.

Mar. 27, 2025

EU Flag

PERSPECTIVES Viewpoint FX

Central Banks at the helm

We explore anticipated central bank policy moves, their potential impact on currency pair volatility, the outlook for the next twelve months and the possible developments in currencies that investors should take into account in their investment decision-making.

Oct. 11, 2024

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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

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

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

Not only gold glistening

PERSPECTIVES Viewpoint Commodities

Not only gold glistening

Commodity prices followed divergent paths in the first half of 2025. In this PERSPECTIVES Viewpoint Commodities, we explain recent price moves and discuss our outlook for key commodities over the next 12 months.

Jul. 11, 2025

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PERSPECTIVES Viewpoint Commodities

Gold & silver in demand, oil price range seems limited

In the latest PERSPECTIVES Viewpoint Commodities – Gold & silver in demand, oil price range seems limited, we discuss gold, silver and oil and examine the causes of past price movements. We also address the factors to look out for regarding these commodities and the opportunities we still see for investors in each case.

May. 14, 2024

Venture Capital

Venture Capital in entrepreneurship | Deutsche wealth management services

Venture Capital in entrepreneurship

Find out more about the role of Venture Capitalists in our CIO Special report.

Jan. 09, 2022

Portfolios and Venture Capital | Deutsche wealth management services

Portfolios and Venture Capital

Find out more about the potential role of Venture Capital investing in portfolios as well as diversification in our CIO Special report.

Jan. 08, 2022

Venture Capital trends | Deutsche wealth management services

Venture Capital trends

Read about the latest trends in global Venture Capital investment and the wide range of risks associated in our CIO Special venture capital report. Browse today.

Jan. 08, 2022

Venture Capital investing: conclusion | Deutsche wealth management services

Venture Capital investing: conclusion

We attempt to summarise the main positives and negatives of Venture Capital investing in our CIO Special report.

Jan. 07, 2022

Venture Capital Investing | Deutsche wealth management services

What is Venture Capital investing?

Find out more about the history and lifecycle of Venture Capital investing in our CIO Special report.

Jan. 07, 2022

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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.

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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