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Deutsche Asset Management

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  • CROCI Outlook 2018: The Siren Song
    CROCI Outlook 2018: The Siren Song Francesco Curto, Global Head of CROCI Investment Strategy & Valuation Group Recorded: Feb 8 2018 53 mins
    Francesco Curto, PhD (Global Head of CROCI Investment Strategy & Valuation Group) will talk through the recently published 2018 CROCI Outlook for equity markets, based on bottom-up analysis using CROCI’s proprietary economic valuation approach.
    In our 2017 outlook, we compared the world of investment to the journey that Odysseus took to return to Ithaca from Troy. The story ultimately had a happy ending, but the journey was long and perilous, and riddled with danger. Ten years since the great financial crisis, economic growth has picked up across the major economies but equity valuations are stretched. On long-term assumptions, our analysis suggests that equities may be overvalued by as much as 25%. Even so, there are some interesting pockets of value for long-term investors.

    The Outlook discusses these valuation opportunities, how to perform in a high valuation environment, the risk of bubbles, and of course regional & sectoral valuation anomalies.
  • 2018 Macro Outlook and Implementation Ideas using ETFs
    2018 Macro Outlook and Implementation Ideas using ETFs Oliver Pfeil, Senior Equity Stategist - Strategic Beta Recorded: Dec 13 2017 41 mins
    2018 brings with it another year of the new reality in the global economy: modest growth, benign inflation, and low interest rates. But at this late stage in the cycle, with most asset classes being rather expensive, positioning for 2018 is arguably more important than it has been for several years. Deutsche Asset Management invites you to join us for a discussion on our 2018 outlook and investment ideas using ETFs.
  • Demystifying ETF trading and liquidity
    Demystifying ETF trading and liquidity Bhaven Patel Recorded: Oct 10 2017 58 mins
    What is the difference between the primary and secondary markets? How do they provide liquidity for investors? How does Deutsche Asset Management ensure an efficient and cost-effective experience for investors? Find out how the ETP Capital Markets team manage the different processes and relationships within the ETF trading eco-system. Bhaven Patel, investment specialist in our ETP Capital Markets Team will take you through these questions and provide an insight into the trading of ETFs in a brief 45 minute session.

    Bhaven is part of the ETP Capital Markets team within Deutsche Asset Management’s Passive group which he joined in September 2015 and has 12 years of experience in the ETF industry. His ETF journey started at Morgan Stanley in 2005 as a delta one trade assistant, rising to the head of the team by 2009. Bhaven then joined the ETF trading desk at Credit Suisse in London and was responsible for pricing and executing UCITS ETFs for a large global client base. He then transitioned to the Issuer side with Credit Suisse Asset Management within their Capital Markets team with a focus on Authorised Participant relationship management and client execution services. The business was acquired by Blackrock in 2013 which led to Bhaven joining the equivalent team at iShares where his responsibilities included primary and secondary market management.
    MSc in Information Security and BSc in Computer Science both from Royal Holloway, University of London
  • Listed Infrastructure - invest in the foundation of every economy
    Listed Infrastructure - invest in the foundation of every economy Matthias Meyer, Head of Liquid Real Assets Recorded: Sep 12 2017 58 mins
    Listed Infrastructure investing is becoming more and more important for investors worldwide. This asset class which allows for instant capital deployment and broad diversification, has delivered some interesting risk-adjusted returns.

    Infrastructure asset owners have historically been the key to successful investing in this sector due to their stable and predictable inflation-linked cash flows.

    Register now and watch and listen to Head of Liquid Real Assets, Matthias Meyer discuss his area of expertise.

    Matthias joined Deutsche Bank in 2005 and is currently responsible for Deutsche AM’s Liquid Real Assets distribution in APAC & EMEA.
    He took over his current role in 2014, building the LRA distribution network in those regions from scratch and was honoured with the 40 under 40 - Rising Star of Institutional Asset Management Award– by Financial News for his efforts.

    Prior to his current role, Matthias worked in several sales & advisory roles within Deutsche Bank Asset Management & Wealth Management units.
    In addition he was a board member of the Deutsche Bank Switzerland Pension Fund as well as head of the Investment Committee.

    Matthias holds Master's Degree ("Diplom-Betriebswirt") in Banking & Finance from the University of Applied Sciences, Saarbruecken.

    Past performance is not a reliable indicator of future performance.
  • The New World Order for ESG investing: Trends and Prospects
    The New World Order for ESG investing: Trends and Prospects Michael Lewis, Head of ESG Thematic Research Recorded: Jul 11 2017 42 mins
    ESG, or responsible investing, has increasingly become a prevalent topic of conversation for investors, especially over the past 3 years. $21 trillion of assets are now invested in ESG or sustainable strategies globally in aggregate. Asset owners are becoming more and more aware of sustainability issues and their perception of responsibility for stewardship.

    Michael Lewis is a Managing Director, Head of ESG Thematic Research for Deutsche Asset Management and is based in London. He joined the Company in 1990. Prior to his current role, Michael was Global Head of Commodities Research in the Corporate Banking & Securities division. Before this, he was a G10 FX strategist and Deputy Head of FX Research at Deutsche Morgan Grenfell. Michael began his career as a research analyst covering Global Macro & Rates research at Morgan Grenfell

    Michael holds a BSc in Economics from the University of Bristol and an MSc (Econ) in Economics from London School of Economics and Political Science.
  • Sector Rotation – Time to take a closer look?
    Sector Rotation – Time to take a closer look? Pierre Debru, Quantitative Strategist Recorded: Apr 27 2017 43 mins
    Sector exposures are fundamental drivers of risk and return, with high dispersion between sector returns. The diversification demonstrated by MSCI World sectors is pervasive across regions; a remarkable feature, as it could have been significantly reduced by the large number of stock members in each sector.

    Flows into sector ETFs have increased significantly over the last year, showing the ever-changing investor mindset as they move from traditional country allocation to factor, sector and regional plays. Healthcare and financials captured the lion’s share in 2016.

    Deutsche Asset Management’s db X-trackers ETF platform offers a number of sector exposures across several different regions: global, European, EM and China.

    Deutsche Asset Management’s passive business has recently published a paper on Sector Rotation. This webcast will be hosted by Pierre Debru. He is a Director within Deutsche Asset Management, developing Investment Strategies and Model Portfolios within Passive Asset Management. He has 12 years of experience in Quantitative Research, Fund Structuring and Portfolio Construction. Previously, Mr. Debru was structuring and managing Structured Funds on all asset classes (UCITS or otherwise) at Nomura Alternative Investment Management. Prior to moving to Nomura, Mr. Debru was a Quantitative Analyst within BNP Paribas Investment Partners, Lehman Brothers Asset Management and Aviva Investors.
  • Delivering Quality and Yield in Fixed Income
    Delivering Quality and Yield in Fixed Income Olivier Souliac, Director - Strategic Beta product development, Passive Asset Management Recorded: Jun 15 2016 48 mins
    The quest for yield comes at the price of more volatility, more downgrade risks and potentially more liquidity risks. Each of these events can translate into yield destruction that durably affects the performance of a bond portfolio, especially for constrained investors. Looking for quality, however, is expected to render those risks more remote at the price of lower yields, whereby such lower yields may not always materialise into lower performance. In his presentation, Olivier will cover the benefits of fixed income indices:

    • Identifying advantages and drawbacks of bond indices versus single securities, and assessing the impact of index rules on yield capture
    • Examining alternative indexing approaches that enhance such yield capture while retaining the advantages of broad benchmark indices
    • Reviewing the case of yield seeking and quality oriented bond investors in the emerging markets sovereigns and IG corporate bond indices

    After completing his Masters in Engineering Science at the Ecole Centrale in Paris and Financial Mathematics at the Technische Universität Berlin, Olivier Souliac worked for Deutsche Bank in London and Frankfurt in the structured funds and index funds division. The particular emphasis in this role was on the development and distribution of systematically managed funds, with a focus on fixed income solutions for institutional clients. Olivier Souliac became an active member of the Deutsche Bank Asset & Wealth Management division at the end of 2012, working in this same area of responsibility. In October 2014, Olivier joined the Strategic Beta team within Passive Asset Management and focuses on fixed income strategies.

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