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Podzept from Deutsche Bank Research

Latest episodes

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Jan 16, 2019 • 0sec

Germany in the post-Merkel era

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.
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Jan 15, 2019 • 0sec

Infrastructure Bypasses Around Geopolitical Choke Points

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.
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Dec 19, 2018 • 0sec

The House View Snapshot: Outlook for 2019

Himanshu Porwal, Macro Strategist, and Quinn Brody, Macro Strategist review recent market moves and outlines Deutsche Bank Research's outlook for 2019.
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Oct 4, 2018 • 0sec

ESG with one eye on the macro

Andreas Bruckner, Equity Strategist, on how ESG investing may be subject to a wider array of macro fluctuations than initially meets the eye.
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Oct 4, 2018 • 0sec

Scope three emissions – Sorting the mickle from the muckle

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.
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Oct 4, 2018 • 0sec

Equities – How fund managers can use ESG to assess fair value

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.
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Jun 5, 2018 • 0sec

Climate change – The automated shift to clean energy

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.
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Jun 5, 2018 • 0sec

Industrial internet of things – Data over design

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.

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