
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 | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Energy prices have continued to jump, but that might not be a lasting effect of the Middle East conflict – if the fighting doesn’t spread, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. ... more
Markets remain focused on the Middle East, and there are risks that the dislocations in energy prices could linger even if the fighting soon cools, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “The oil disruption ac... more
The week ahead will include a wealth of economic data, though most of that could be drowned out by the escalating conflict in the Middle East, says Dr. Jacky Tang, the Private Bank's emerging markets CIO.
"The Middle East will remain the dominant n... more
Strong results from major technology hyperscalers recently did not make much of an impression on stock markets, says Dr. Jacky Tang, the Private Bank's emerging markets CIO. "We believe there's still long-term confidence in the big technology platfor... 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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The show offers weekly, CIO-level market briefings focused on macro trends, geopolitics, and inflation, with a strong emphasis on risk premia, energy, and central bank policy. Guests are senior investment professionals who provide data-driven views on emerging markets, global economies, and investment implications across equities, rates, and currencies. Noteworthy is the blend of macroeconomics, geopolitics, and climate/energy topics, plus a clear emphasis on practical implications for portfolio construction and risk management. This mix makes it useful for listeners who want concise, data-backed guidance on the week ahead and for sponsors seeking a business audience of finance professionals and institutional investors.
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this podcast launched 5 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. Dr. Jacky Tang
2. Jacky Tang
3. Deepak Puri
4. Markus Müller
5. Dr. Dirk Steffen
6. Christian Nolting
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