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Deutsche Asset & Wealth Management CIO View December 2015

11 december 2015 Inga kommentarer

Deutsche Asset & Wealth Management CIO View December 2015Deutsche Asset & Wealth Management CIO View December 2015

The views that our Chief Investment Officer Stefan Kreuzkamp expresses in the December issue of the new CIO View carry a lot of weight: He and his colleagues at Deutsche Asset & Wealth Management manage client assets totaling 1.09 trillion euros (as of September 30, 2015).

His nine positions are:

•    The U.S. Federal Reserve Board wants to end its ultra-expansionary monetary policy.
•    Monetary policy in Japan and the Eurozone will remain accommodative. China follows suit.
•    Inflation will pick up again in Europe in 2016.
•    U.S. dollar to benefit from monetary-policy divergence.
•    Return outlook for equities and bonds falls short of current year.
•    High valuations could contribute to volatility in equity markets.
•    Latin American stock exchanges remain weak.
•    Real estate is still one of the most attractive asset classes.
•    Asset allocation of our balanced model portfolio for clients based in Europe, Middle East and Africa (EMEA):
Fixed income: 46%, Equities: 43%, Alternatives: 10%, Commodities: 1%

Also in CIO View:
-Letter to investors by Stefan Kreuzkamp
-Focus: Are central-bank levers still working?
-The big picture: the first interview with Stefan Kreuzkamp
-Investment traffic lights: our tactical and strategic view on asset classes
-Asset-class perspectives by Joe Benevento and Joern Wasmund, Global Co-Heads of Fixed Income/Cash, and Henning Gebhardt, Global Head of Equities
-Portfolio: Long or short, Stéphane Junod? Interview with the regional Chief Investment Officer for Wealth Management in Europe, the Middle East and Africa
-Alternatives portfolio: Long or short, Mark G. Roberts? Interview with the Head of Real Estate Strategy and Research

CIO View online

Press Contact in the Nordics
Olof Ehrs
Tel: +46 70 481 72 34

Sabina Díaz Duque
Tel: +49 69 910 14177

Deutsche Asset & Wealth Management

With EUR 1.09 trillion of assets under management (as of September 30, 2015), Deutsche Asset & Wealth Management¹ is one of the world’s leading investment organizations. Deutsche Asset & Wealth Management offers individuals and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices.

¹ Deutsche Asset & Wealth Management is the brand name of the Asset & Wealth Management division of the Deutsche Bank Group. The legal entities offering products or services under the Deutsche Asset & Wealth Management brand are listed in contracts, sales materials and other product information documents.

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