10 themes for the year ahead, relevant for investors in 2024 and beyond
These themes help to provoke some immediate investment ideas. But, above all, DWS wants to provide you with some longer-term food for thought.
Female Finance: the benefits of diversity
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
Electrification: The Innovator's Dilemma
Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models.
India: Delivering on many promises
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
Circular Economy: Squaring the circle
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
Bonds – strong year ahead
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Quality: A guide for stock pickers
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
Asia Pacific: regional diversification
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
Real estate – time to enter?
Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.
Investing in the age of Artificial Intelligence
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.