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Podzept from Deutsche Bank Research

Latest episodes

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May 27, 2019 • 0sec

Factor investing in corporate credit

Factor investing has become popular across asset classes, but interestingly less so in Credit markets. Listen to Caio Natividade, Head of Cross Asset Quantitative Research, Jose Gonzales, Cross Asset Quantitative Researcher and Richard Phelan, Head of European Credit Research, discuss why credit has fallen behind and how the team has developed a framework for factor investing in this particular asset class.
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May 21, 2019 • 0sec

Global Wealth Managers: Out of the pit stop – into the fast lane

Global high-net worth wealth grew by 4 percent in 2018. This growth is far below past years as a more challenging market environment negatively affecting asset performance. Wealth Management business valuations decreased by more than 20% in 2018. Kai Upadek, Head of Wealth Management, Oliver Wyman and Kinner Lakhani, Head of European Equity Research & European Banks Strategist, Deutsche Bank discuss the outlook.
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May 16, 2019 • 0sec

Mapping the world's prices 2019

The 8th annual survey of global prices and living standards from various countries and cities around the world is out! In this podcast Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, highlights the cities that have seen the biggest change not only over the last year but also over the last five years.
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May 15, 2019 • 0sec

Who pays the tariff ?

The US government raised tariffs on USD 200 bn of imports from China on May 10. Michael Spencer, Asia Pacific Chief Economist, discusses how much pain this, and the five tariff announcements last year, causes the US and Chinese economies.
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May 7, 2019 • 0sec

De-mystifying the HK / China Index Landscape

China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets indices, understanding the market dynamics of China's equity markets will be increasingly critical. Listen to Will Stephens, Head of Asia Synthetic Equity and Derivatives Research and co-head of Asia Pacific Equity Strategy.
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May 1, 2019 • 0sec

Global Economic Update with Torsten Slok, May 2019

Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Apr 30, 2019 • 0sec

Wind in the Sales

The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings.
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Apr 8, 2019 • 0sec

Global Sporting Goods: Portland trailblazer

Over the last 12 months sportswear brand shares have risen 30 per cent. Listen to Jaina Mistry, analyst on Deutsche Bank’s European Sporting Goods and Luxury team, and Paul Trussell, US Apparel & Food Retail analyst discuss the market optimism despite concerns about global growth.
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Apr 3, 2019 • 0sec

RMB bond index inclusion and its impact

April 1st marked an important milestone of China’s financial market as Chinese Yuan denominated bonds will be included in the Bloomberg Barclays Global Aggregate Bond Index. Linan Liu, Greater China Rates & FX Strategist, discusses how its inclusion will affect China’s domestic market, the Yuan and why it makes sense for global investors to invest in RMB bonds.
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Apr 3, 2019 • 0sec

Global Economic Update with Torsten Slok, April 2019

Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

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