Podzept - The Bigger Picture

Jim Reid, Head of Thematic and Fundamental Credit Research and Kinner Lakhani, Head of EMEA Equity Research and Head of the European Bank Research analyses the weaknesses of Europe’s banking sector and suggests possible remedies.

Starting this month Torsten Slok, Chief International Economist, will share key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

Kevin Körner, Senior Economist, discusses how the outcome of the EU elections and the composition of the new Parliament will significantly influence the nomination and election of the next President of the European Commission (EC). The election of the Commission President will be particularly challenging this year for three reasons.

So how will we consume music in the years to come? How will streaming develop across the world? And what will happen to the major music labels? Listen to Laurie Davison, European Media & Online Analyst, Han Joon Kim, APAC Internet Analyst and Lloyd Walmsley, US Internet Analyst discussing the next evolution of streaming.

Peter Hooper, Global Head of Economic Research, analyses the three biggest risks on the minds of both policy makers and investors: escalating trade conflict, Brexit and a China slowdown.

Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, explores how unique events, waves of populism and social unrest have often occurred through history. As far back as the French Revolution, such episodes were regularly associated with economic crisis, concerns over national identity, and fundamental dissatisfaction at the governing class.

Peter Hooper, Global Head of Economic Research interviews Frank Kelly, Managing Director and Head of Governement & Public Affairs Americas to assess the implications with the US facing a period of divided government following the mid-term elections.

Andy Moniz, Chief Data Scientist, dbDIG discusses how artificial intelligence has now grown to the point that it can forecast some market effects of political events. Deutsche Bank’s Alpha-DIG platform uses machine learning to identify the extent of various political risks and then quantify their intensity.

Zhiwei Zhang, Chief Economist & Head of Equity Strategy, China discusses trade talks between the US and China, meanwhile China has begun to invest considerable resources into its relationship with Europe, Japan, and other countries.

Kevin Koerner, Senior Economist explores how Germany’s post-millennials will struggle to remember a time before Angela Merkel was Chancellor. Following her announcement she will not contest the next election, we examine what Merkel’s period in office has meant for Germany and the implications moving forward.

Peter Garber, Senior Advisor to Deutsche Bank Research, discusses how ever since the advent of steam power, grand infrastructure projects have dramatically reduced the cost of transportation, fostering the internal development of many countries.

Himanshu Porwal, Macro Strategist, and Quinn Brody, Macro Strategist review recent market moves and outlines Deutsche Bank Research's outlook for 2019.

Andreas Bruckner, Equity Strategist, on how ESG investing may be subject to a wider array of macro fluctuations than initially meets the eye.

Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake.

It seems odd that nine out of ten of the world’s largest fund managers claim to have a responsible investment mandate, yet only two-fifths admit they systematically consider ESG factors when assessing a stock’s fair value. One problem is that traditional ESG ranking systems are backwards looking. Jan Rabe, ESG Analyst explains.

Investors tend to fawn over the automation-related efficiency gains achieved in the car industry. But it is easy to make the mistake of thinking this success story is easily replicable in other industrial settings says Felicitas von-Bismarck, Capital Goods Analyst.

Tim Rokossa, Autos Analyst, explains how automation lies at the heart of the drive away from fossil fuels, not just by helping technology in its own right, but as an accelerator of utilisation and uptake.