
Direct from the Chief Investment Office (CIO) of Deutsche Bank's Private Bank, this Weekly Investment Outlook is designed to brief you on our views about the week ahead. Each week, a senior member of our CIO team will summarise the most significant events we expect to take place over the coming days, how these might affect the markets and what the broader implications might be for the global econo... more
| Publishes | Weekly | Episodes | 79 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

The Federal Reserve, the European Central Bank, and the Bank of Japan are all due to make policy decisions, but the ongoing earnings season is still the key focus this week, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. ... more
Markets have been volatile, with both tech shares and bond yields wobbling – and EMEA CIO Dr. Dirk Steffen says there are a lot of reasons behind it, including political uncertainty. "Let’s not forget we’re heading into a period ahead of the midterm ... more
A summit of European leaders this week is likely to focus on the EU-China trade relationship, says Dr. Jacky Tang, the Private Bank’s CIO for emerging markets. “Europe is becoming more cautious about China. But that's also different from saying that ... more
Bond yields are up around the world, but maybe “bond rout” isn’t the best way to describe it, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “I would not really say ‘rout’, but a sustain... more
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I always appreciate when there is a mini explanation of general expectations due to certain economic factors, with following analysis on what’s actually happening. Great podcast - very helpful to understand the economic landscape with context
Very well presented ideas in a succinct and clear format. An easy and fully informed way to keep up to date with the industry’s leading market commentators.
Thank you
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Apple Podcasts | #135 |
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A concise, professionally focused market briefing featuring senior Deutsche Bank Private Bank CIO team members who summarize the week ahead and discuss key macro themes, such as inflation trajectories, central bank moves, and geopolitical risks. Episodes emphasize AI-driven earnings dynamics, sector leadership shifts, energy price implications, and how these factors interact with fixed income and equity markets. Notable strengths include a data-backed, scenario-driven approach with frequent emphasis on policy signals and risk management, plus a consistent focus on practical implications for portfolios and asset allocation. The format tends to pair senior investment officers with clear, actionable color on markets, making it helpful for list... more
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this podcast launched 6 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Dirk Steffen
2. Jacky Tang
3. Markus Müller
4. Deepak Puri
5. Christian Nolting
6. Dr. Jacky Tang
7. Dr. Dirk Steffen
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