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DWS Talks European Real Estate: Logistik

European Real Estate Outlook 30 Minuten Webinar
Referenten:
Clemens Schäfer - Head of Real Estate, EMEA & APAC
Matthias Naumann - Chief Investment Officer, Real Estate Europe
Recorded Apr 22 2021 35 mins
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Presented by
Dr. Ulrich von Creytz, Head of Coverage Segment Private & Real Assets, Real Estate
Presentation preview: DWS Talks European Real Estate: Logistik

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DWS

  • DWS Trend Talks: Investing in Impact Fixed Income Thematic strategies Oct 19 2021 9:00 am UTC 60 mins
    Simone Schley, DWS Fixed Income Senior Product Specialist
    Join our webinar to discover the latest outlook about Fixed Income and Impact Thematic strategies.

    Agenda:
    _Trends in sustainable fixed income investing
    _Solutions with focus on Green Bonds and Paris Alignment & intro of Low Carbon Bond
    _Q&A Session
  • DWS Trend Talks sobre Perspectivas de Mercado (Octubre) Oct 14 2021 9:00 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.

    Válido por 1 hora EFPA de formación.
  • ESG TALKS: The European sustainable finance agenda after the German election Sep 30 2021 7:30 am UTC 45 mins
    See description for more info on speakers
    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 30 September at 9:30 am CET, Michael will be joined by Karsten Löffler, Chair of the German Federal Government’s Sustainable Finance Committee, alongside Stefan Marx, Head of Public Affairs & Regulatory Strategy from DWS.
  • DWS Trend Talks: Investing in Low Volatility Thematic Strategies Recorded: Sep 16 2021 51 mins
    Martin Berbeich, Global Equity Income Portfolio Manager; Denisse Kisnner, Senior Investment Specialist Active Equity & LRA
    How can we protect our portfolios from volatility in today's uncertain market environment? Join our experts to learn more about Dividend and Infrastructure strategies, among other investment ideas that offer low volatility returns.
  • DWS Trend Talks sobre Perspectivas de Mercado (Septiembre) Recorded: Sep 15 2021 58 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.

    Válido por 1 hora EFPA de formación.
  • DWS Trend Talks sobre Perspectivas de Mercado (Julio) Recorded: Jul 14 2021 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.

    Válido por 1 hora EFPA de formación.
  • DWS Trend Talks: Kaldemorgen review and 10th Anniversary Recorded: Jul 6 2021 33 mins
    Henning Potstada and Nicolás Didelot, Multi Asset Investment Team
    DWS Concept Kaldemorgen recently celebrated its 10th anniversary. A success story in which the fund has achieved its goal of providing investors access to markets with rigorous risk management.

    It is a pleasure to invite you to our DWS Trend Talks about DWS Concept Kaldemorgen, 10 years efficiently combining assets with Henning Potstada, Head of Investment Strategy Multi Asset & Solutions, and Nicolás Didelot, Head of Multi Asset Investment Specialists.

    During the meeting, we will interview the management team to learn the keys to the success of the fund over the last decade, the behavior of the strategy during the first half of the year and discover its market prospects for the coming months.
  • DWS Trend Talks sobre Perspectivas de Mercado (Junio) Recorded: Jun 16 2021 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.

    Válido por 1 hora EFPA de formación.
  • Water risk across asset classes expert session by VBDO in cooperation with DWS Recorded: Jun 10 2021 101 mins
    Ambika Jindal, Cate Lamb, Michael Lewis, Piet Klop
    To meet the SDGs that directly concern water (SDG 6 and SDG 14) an estimated US $ 670 billion of annual spending is required. But in fact, áll SDGs rely on water. Although water is one of the six systemic risks identified by the World Economic Forum, it is also the risk where the least progress has been made.

    In this expert session, VBDO and DWS intend to make real progress on this vital theme. With an outstanding panel of water and investment experts, we will discuss the possible and necessary role of water in global investment.

    Expert speakers:
    • Ambika Jindal (Valuing Water Initiative, Dutch Ministry of Foreign Affairs seconded by ING Bank)
    • Cate Lamb (Water director CDP and Water Champion for COP26)
    • Michael Lewis (Head of Research ESG, DWS)
    • Piet Klop (Head of Responsible Investment, PGGM)

    Moderated by:
    • Jacqueline Duiker (Senior Manager Sustainability & Responsible Investment, VBDO)
    • Pieter Furnée (Head of Benelux, Institutional EMEA ESG, DWS )
  • DWS Trend Talks: Is it time for Value? Recorded: May 20 2021 46 mins
    Colin McKenzie, Product Specialist of CROCI
    CROCI, high conviction and systematic value strategy

    Since the end of 2020, value strategies have gained traction and are starting to outperform compared to the growth companies that have been leading the markets for many years. As a result, many investors are looking to value as an opportunity to rotate their portfolios in the face of potential cyclical reversals.

    Join our DWS Trend Talks on Value Investing with Colin Mckenzie, from the CROCI (Cash Return on Capital Invested) investment team, a systematic, high-conviction economic value investing methodology that has been identifying undervalued stocks in the market for the best part of 20 years through the work of a 50-strong research team analyzing nearly 1,000 companies.

    During the webinar, we will learn more about the CROCI methodology and its advantages over traditional value with a focus on the performance and outlook of our CROCI Sectors Plus, CROCI US Dividends and CROCI Euro strategies.
  • DWS Trend Talks: Perspectivas de Mercado (Mayo) Recorded: May 12 2021 49 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.

    Válido por 1 hora EFPA de formación.
  • DWS Talks European Real Estate: Logistik Recorded: Apr 22 2021 35 mins
    Dr. Ulrich von Creytz, Head of Coverage Segment Private & Real Assets, Real Estate
    European Real Estate Outlook 30 Minuten Webinar
    Referenten:
    Clemens Schäfer - Head of Real Estate, EMEA & APAC
    Matthias Naumann - Chief Investment Officer, Real Estate Europe
  • DWS Trend Talks: Impact-oriented Investing Recorded: Apr 14 2021 57 mins
    Paul Buchwitz, DWS Portfolio Manager for Sustainable Equities, Theresa Boettger, DWS Product Specialist Sustainable Equities
    DWS invites you to join our "DWS Trend Talks about "Impact-oriented Investing" with Paul Buchwitz, DWS Portfolio Manager for Sustainable Equities and Theresa Boettger, DWS Product Specialist Sustainable Equities.

    During this webinar, our ESG experts will share insights on Impact-oriented Investing, the outlook in ESG as well as presenting our solid impact strategy DWS Invest SDG Global Equities and our new strategy based on "Blue Economy".

    DWS is a pioneer in liquid impact-oriented investing with a global equity strategy combining ESG and the SDGs screening, in a concentrated portfolio in line with long-term profit maximization and growth perspective. Within two years’ time this SDG Global Equity strategy breached the 1 billion mark, confirming the strategy is addressing investor’s needs.*

    We look forward to your participation!




    (* Past performance is not a reliable indicator of future returns. As of: December 2020, Sources: DWS International GmbH)
  • DWS Trend Talks: Perspectivas de Mercado (Abril) Recorded: Apr 8 2021 42 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.

    Válido por 1 hora EFPA de formación.
  • DWS Long View: 10Y return expectations for the Green Decade Recorded: Mar 19 2021 63 mins
    Francesco Curto; Toby Dudley-Smith; Dirk Schlueter
    Long-term investors face several major challenges. High-risk investments such as equities or corporate bonds have reached levels that significantly limit long-term return potential. Another limiting factor: the low growth potential of many economies. In addition, the growth we have seen since the 1950s has been very much at the expense of natural resources – this path is not sustainable. In this context, we present our new long-term (10Y) return forecasts across asset classes, a basic building block for strategic asset allocation – and for the first time this includes a comparison of ESG and traditional investments. On the equity side, we find moderately higher return potential for ESG investments in most regions. Another key result is the rising importance of Alternative asset classes – in an environment of declining return potential across most asset classes, a narrow asset allocation involving only equities and fixed income becomes ever more challenging.

    Presenters:
    _Francesco Curto (Global Head of Research, DWS)
    _Toby Dudley-Smith (Head of Passive Sales, UK, Ireland & Channel Islands)
    _Dirk Schlueter (Head of Data Science, DWS Research)
  • CROCI Outlook: the journey towards normality? Recorded: Mar 18 2021 57 mins
    Colin McKenzie, Jasdeep Hansra
    The pandemic has created a "golden cage" made of fiscal and monetary stimulus during 2020. This is likely to continue be the main theme for this year ahead, as measures to combat the virus persist for longer than expected. Against such a backdrop, the world economy cannot afford another crisis so liquidity should remain high.

    We have likened the journey since the financial crisis to Odysseus’ struggle to get home after the Trojan War – it feels like the further pandemic-related stimulus is comparable the enforced captivity Odysseus enjoyed on the paradise island of Calypso, prolonged now the market has got used to floods of liquidity. Just like then, though, questions will soon emerge about the path back to normality. Depressed levels of expected rates of return for equities around the globe might tempt some investors to consider de-risking their portfolios, but are other asset classes any better? How do valuations compare to profitability levels, as well as to past levels?

    Please join us for The CROCI Outlook with Colin McKenzie (CROCI) and Jasdeep Hansra (UK Distribution), where we examine the status of value after a decade or more of being out of the limelight, the risk of inflation to equities, and the findings of our fundamental valuation framework on global and regional equities.
  • DWS Trend Talks: Dividends in 2021. Positive surprises ahead? Recorded: Mar 17 2021 48 mins
    Stephan Werner, Portfolio Manager for Equity Income and Denise Kissner, Senior Investment Specialist Active Equity
    it is clear that the low interest rate environment is likely to last for a few more years and that there will be no alternative, if not risk-free, to stocks for the DWS experts. Many stock indices are trading at record levels despite the pandemic and ongoing lockdown. Predicting the price development for 2021 is difficult and depends on many factors.

    Based on the latest news and earnings forecasts from companies around the world, we expect the stock market as a whole to be a volatile year with low single-digit stock market returns. And even if dividend strategies have lagged behind the large US growth stocks in recent years, we are confident, that the bulk of companies around the globe are able to increase their dividend payments in 2021.

    Thus, we cordially invite you to join our senior portfolio manager & Head of Materials Stephan Werner and our Senior Product Specialist Equities & LRA, Denise Kissner.
  • DWS Trend Talks: Perspectivas de Mercado (Marzo) Recorded: Mar 11 2021 55 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.
  • THE ASIAN DECADE: BUILDING THE FOUNDATIONS. Recorded: Mar 10 2021 68 mins
    Sam Manchanda
    The bifurcation of developed and emerging markets through the COVID period has thrown into sharp relief the investment profile of Asia and its scope for growth in the years to come.

    Please join us for a conversation on the case for EM Asia in the post-COVID world with Sean Taylor, our APAC CIO and Head of EM Equities. Sean will cover how and where China, India and South Korea are set to take the lead in the post-COVID era, as well as how best to implement single-country EM equities for exposure to the cyclical upswing.

    Sean will be joined by Lukas Ahnert from our Index Strategy & Analytics team, exploring the diverse index landscape of the region and highlighting key index-level growth drivers and risk considerations.

    The webinar will be moderated by Sam Manchanda, Xtrackers’ Head of North EMEA and Head of APAC Insurance Coverage.
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  • Title: DWS Talks European Real Estate: Logistik
  • Live at: Apr 22 2021 2:00 pm
  • Presented by: Dr. Ulrich von Creytz, Head of Coverage Segment Private & Real Assets, Real Estate
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