Hi [[ session.user.profile.firstName ]]

Investment Insights - A New Decade: Long for Longer?

How to react to short-term market volatility

Please join us as we discuss the concept of staying invested from a strategic perspective, by doing a statistical risk reward analysis at the single security and benchmark index levels, while advocating that investors should not overreact to short term volatility episodes.

Staying invested may look like an unavoidable proposition as long-term structural shifts dampen future return outlooks but also risks. There is little doubt that investing comes with risk, but when looking back at the past decade, one of the highest risks borne by investors was certainly missing out on bull market rallies. In this short guide to staying invested, we highlight considerations important to constructing robust liquid portfolios that are fit for the next decade of central bank actions and market reactions. We will discuss new perspectives around defensive assets and value destruction, how to exploit causality to better drive returns, and redefine diversification by focusing on both consistency and dilution.
Recorded Mar 31 2020 59 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Olivier Souliac & Lukas Ahnert
Presentation preview: Investment Insights - A New Decade: Long for Longer?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile

DWS

  • DWS Trend Talks: Equity Income Mar 17 2021 10:00 am UTC 60 mins
    Stephan Werner, Portfolio Manager for Equity Income and Denise Kissner, Senior Investment Specialist Active Equity
    .
  • DWS Trend Talks: Perspectivas de Mercado (Marzo) Mar 11 2021 10:00 am UTC 60 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS Trend Talks: EUR High Yield vs Sustainability Recorded: Feb 26 2021 58 mins
    Per Wehrmann, DWS Head of European High Yield, and Polina Sorokina, DWS Investment Specialist Fixed Income
    2020 has been by all means a tumultuous rollercoaster year for the European High Yield market! After the Corona crash, unprecedented stimulus and vaccine hopes drove a strong market rebound leading to a significant spread tightening. However, current European High Yield spreads are still above the levels we have seen at the end of 2019. Besides, it is also worth taking a relative view on the Fixed Income market.

    Around USD 18 trillion bonds globally are yielding negative. In addition, almost 50% of all bonds worldwide are currently yielding below 1%. Due to the ongoing QE, the “low for longer” seems to stay with us. Thus, European High Yield may offer attractive investment opportunities for return-oriented Fixed Income investors.

    In addition, sustainable investments play an increasingly important role for investors. ESG and European High Yield – how does this fit together and how could a potential ESG implementation to European High Yield look like?

    Join our BrightTalk Webinar where we will shed light on the above questions and topics with Per Wehrmann, DWS Head of European High Yield, and Polina Sorokina, DWS Investment Specialist Fixed Income:

    EUR HY Market: Review and Outlook – Credit Selection Key for Alpha Generation
    EUR HY & ESG – Challenges and ESG Implementation to EUR HY
  • The challenge is still alive: Profitability in Conservative Multi-Asset Recorded: Feb 24 2021 45 mins
    Kevin Dunzel and Yannic Hergers from Investment Specialist Multi Asset & ESG
    The year 2021 will again be a difficult exercise for conservative investors to obtain positive returns by controlling volatility. Some of the common building blocks used to build conservative portfolios, namely bonds, do often not provide positive expectations for returns in the world of sovereign issues, and in the world of credit, return expectations often do not outweigh risks.

    What is DWS doing in its Conservative Multi-Assets to cope with this situation that we expect will last beyond 2023? In 40 minutes and through 2 practical cases, we will try to show you how efficient portfolios have varied by type of investor and what solutions DWS is applying to counteract this effect. What combination of assets, what flexibility and how to balance strategic objectives with tactical positioning.

    For this purpose, we have considered modeling two of our most successful conservative proposals in recent years: DWS Invest Conservative Opportunities (Total Return, vol up to 5%) and DWS Invest ESG Multi Asset Defensive / DWS Stiftungsfonds (conservative MA strategy with integration of ESG factors).

    They are two differentiated solutions in their investment processes and that in 2020 achieved positive returns, DWS Invest ESG Multi Asset Defensive LD (2020: + 4.1%) and DWS Invest Conservative Opportunities LC (2020: + 7.2%).

    For this webinar we will have the participation of Kevin Dunzel and Yannic Hegers, Product Specialist of the Multiactivos team at DWS who will explain their successful investment processes and main differences between them
  • ESG TALKS: WATER RISK AND TRANSFORMATIONAL INVESTMENT Recorded: Feb 11 2021 41 mins
    Michael Lewis, Roelfien Kuijpers, Francesco Curto, Mindy Lubber
    Please join DWS's ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research will discuss current issues impacting responsible and sustainable investing. Michael will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 11 February at 2:30 pm GMT, Michael will be joined by guest speaker Mindy Lubber, CEO and President of Ceres and Roelfien Kuijpers, Global ESG Client Officer and Francesco Curto, Global Head of Research from DWS.
    There are six stages in a transformational investment according to the WEF (Understand, Collaborate, Design, Invest, Transform, Monitor). If our understanding of the risk is now clear, we still face significant challenges to translate the risk in an opportunity because of the ‘fragmented nature’ of water risk. The objective of this webinar is about examining the second stage, ‘collaboration’, and how to ensure that investments in water risk go beyond a risk management approach, but actually make a difference.

    About the participants:
    CERES was amongst the first NGOs to highlight water risk and works with some of the biggest companies in the world to improve their water stewardship. In 2020, Mindy Lubber received the ‘Champions of the Earth’ award – the highest environmental honour from the United Nations.
    DWS has a 25+ year track record in responsible investing, across all asset classes and regions and is now working with multiple stakeholders to drive a transformational framework for water risk

    Agenda:
    _ Asset class implications of water risk
    _ The role of investor networks and the power of stewardship
    _Next steps in driving change


    Speakers:
    _ Mindy Lubber, CEO and President, Ceres
    _ Roelfien Kuijpers, Head of ESG Client Coverage, DWS
    _ Francesco Curto, Global Head of Research, DWS
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • DWS Trend Talks: Perspectivas de Mercado (Febrero) Recorded: Feb 9 2021 63 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS Trend Talks sobre Multiactivos - DWS Concept Kaldemorgen Recorded: Jan 28 2021 52 mins
    Nicolás Didelot, Head of Multi Asset Investment Specialists Product Division en DWS
    Webinar en castellano con Nicolás Didelot, Head of Multi Asset Investment Specialists Product Division en DWS
  • DWS ESG Talks: IIGCC & ESG INTEGRATION IN STRATEGIC ASSET ALLOCATION Recorded: Jan 28 2021 43 mins
    Michael Lewis, Gunnar Friede, Guido Lombardi, Daisy Streatfield
    Please join DWS's ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research and Murray Birt, Senior ESG Strategist, discuss current issues impacting responsible and sustainable investing. They will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 28 January at 8:30 am GMT, Michael will be joined by Daisy Streatfeild, Programme Director at the Institutional Investors Group on Climate Change (IIGCC), alongside Gunnar Friede, Head of ESG, Multi-Asset & Solutions and Guido Lombardi, Head of Research/Fund Selection from DWS. Together they will discuss the work of IIGCC and its members in defining the Net Zero Investment Framework as well as the findings of a newly published paper by DWS on ESG in Strategic Asset Allocation

    Agenda:
    - IIGCC and the Net Zero Investment Framework
    - A holistic framework for Integration of ESG into Strategic Asset Allocation
    - How ESG Integration in Asset Allocation can be best achieved and the way ahead

    Speakers:
    _ Daisy Streatfeild, Programme Director, IIGCC
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions, DWS
    _ Guido Lombardi, Head of Research, Multi-Asset, DWS
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • DWS Trend Talks: The evolution of Infrastructure into the Next Generation Recorded: Jan 27 2021 44 mins
    Manoj Patel, Frank Greywitt, Jana Rietow,Juan Jose Gaitan, Rafael Aldama
    As we are getting closer to the first full year of the pandemic, we would like to focus in detail in infrastructure, a sector that not only has proven resilient during this period but has even seen an acceleration in its underlying trends, bringing forward the digitalization process announced for years.

    For this purpose, our experts would like to share with you our opinion on which investment strategies will have most potential in infrastructure in the near future, updating you on the current macro trends and especially focusing on Next Gen Infrastructure.

    Besides, we will have the honor of hosting a representative of CELLNEX, who will share their insider’s perspective about the future in Infrastructure.

    We will be happy to take questions and comments at the end of the call.


    Agenda:

    Welcome and opening remarks
    Rafael Aldama, DWS Iberia Senior Sales

    Macro review in Infrastructure
    Manoj Patel, CFA, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
    Frank Greywitt, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
    Jana Rietow, DWS Investment Specialist Liquid Real Assets

    Case study in Infrastructure: Cellnex & Telecommunications
    Juan Jose Gaitan, Director of Investor Relations at Cellnex Telecom

    Q&A/Closure
  • ESG outperformance: not about one factor Recorded: Jan 26 2021 45 mins
    Lukas Ahnert
    We are delighted to invite you to our latest Xtrackers webinar “ESG outperformance: Not about one factor” where we will review the cause and effects of the active share in ESG indices.
    Speaker:
    _ Zohaib Saeed – Passive Product Specialist, DWS
    _ Lukas Ahnert – Passive Index Strategy & Analytics, DWS
  • ESG Outperformance: Not about one factor. Recorded: Jan 26 2021 47 mins
    Lukas Ahnert
    We are delighted to invite you to our latest Xtrackers webinar “ESG outperformance: Not about one factor” where we will review the cause and effects of the active share in ESG indices.
    Speaker:
    _ Zohaib Saeed / Passive Product Specialist
    _ Lukas Ahnert / Passive Index Strategy & Analytics
  • DWS Trend Talks: Perspectivas de Mercado (Enero) Recorded: Jan 20 2021 57 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS Trend Talks: Perspectivas de Mercado (Diciembre) Recorded: Dec 16 2020 60 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS ESG TALKS: The rise of stakeholder capitalism Recorded: Nov 26 2020 45 mins
    Michael Lewis, Murray Birt & Gunnar Friede
    Please join DWS’s ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research and Murray Birt, Senior ESG Strategist, discuss current issues impacting responsible and sustainable investing. They will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 26 November at 9:30 am GMT, Michael and Murray will be joined by Gunnar Friede, Head of ESG, Multi-Asset & Solutions. Together they will discuss the rise of stakeholder capitalism and why Milton Friedman got it wrong half a century ago. Shareholder first’ was not always the dominant framing of business purpose. We put this into a historical perspective and build on its evolution with empirical evidence.

    Agenda:
    _ The history of the shareholder versus stakeholder debate
    _ How investor and corporate perception and behaviours are changing
    _Towards a new framing of business purpose

    Speakers:
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions
    _ Michael Lewis, Head of ESG Thematic Research
    _ Murray Birt, Senior ESG Strategist
  • DWS Trend Talks: Perspectivas de Mercado (Noviembre) Recorded: Nov 12 2020 56 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS Trend Talks: Fixed Income Opportunities Recorded: Nov 11 2020 60 mins
    Oliver Eichmann, Markus Wiedemann and Oliver Albrecht, from DWS Fixed Income team
    Looking ahead while watching the step

    Fixed Income markets have delivered a strong and continuous rally since the March turbulence that impacted all bond segments but most severe in credit and emerging markets. Consequently, yields of high-grade government and covered bonds have declined to all-time lows and credit spreads have almost reached pre-Covid-19 levels.There are many bonds across the various sub-segments of credit markets that are still trading at elevated spread levels by margin.The key question is which fixed income opportunities are suitable for the current market environment as we are approaching the end of the year?

    In this context, we will highlight the fixed income funds:

    _DWS Eurozone Bonds Flexible
    _DWS Invest Short Duration Income

    The lead portfolio management team of Oliver Eichmann (Head of Rates EMEA) and Markus Wiedemann (Co-Head of Credit EMEA) will join this webinar to discuss the fixed income opportunities and their outlook and provide an insightful view into the positioning and allocation shifts of DWS Eurozone Bonds Flexible.
  • How to make our cities green and smart for real Recorded: Oct 28 2020 133 mins
    Hosted by The European Energy Efficiency Fund (eeef)
    The European Energy Efficiency Fund is glad to invite you to its first webinar on technical assistance programmes and how these instruments enable sustainable energy investments.

    Agenda:
    Ralf Goldmann – European Investment Bank, Head of the Energy Efficiency Division
    Margot Pinault – European Commission, Policy officer at the General Directorate for Energy
    Karin Rosales – European Energy Efficiency Fund, eeef Technical Assistance
    Michele Caccamo – Italian Ministry of Defense, Head of Energy&Public Buildings Task Force
    Daniela Bachner – European Commission, EASME Project Advisor
    Bjoern Zapfel – European Commission, EASME Senior Project Advisor
    Louise White – European Investment Bank, ELENA
    Irena Pavliha – Goriška Lokalna Energetska Agencija, Project Manager PM4PM
    Paola Rusconi – DWS, eeef Investment Manager
  • DWS Trend Talks: Climate Tech & SDG Recorded: Oct 20 2020 60 mins
    .
    How will companies that are trying to mitigate climate change, benefit from the European Union's reconstruction plans? Will SDG-focused strategies be the main vehicle for Impact investing in the coming years?

    We invite you to our DWS Trend Talks webinar on Investing in ESG, where we will present two investment opportunities that will be in the focus of investors in the coming years:

    _The adaptation and mitigation of climate change.
    _Impact investing through the Sustainable Development Goals.


    Agenda:

    DWS Invest ESG Climate Tech
    Tim Bachmann, Lead Portfolio Manager of DWS Invest ESG Invest Climate Tech.
    Martin Caspary, Senior Thematic Investment Specialist

    DWS Invest SDG Global Equities
    Paul Buchwitz, Lead Portfolio Manager of DWS Invest SDG Global Equities
    Theresa Böttger, Investment Specialist Active Equity & Sustainability
DWS webinars
DWS webinars

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Investment Insights - A New Decade: Long for Longer?
  • Live at: Mar 31 2020 9:00 am
  • Presented by: Olivier Souliac & Lukas Ahnert
  • From:
Your email has been sent.
or close