PERSPECTIVES Weekly: The Investment podcast
Deutsche BankDirect 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 | BusinessInvesting | |||
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Latest Episodes
The S&P 500 in April had its strongest showing since the Covid vaccine breakthrough, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. "Both from a macro and corporate earnings perspective, things look great," Deepak say... more
The first wave of earnings reports suggest that companies do not expect the Middle East conflict to linger, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. "Companies are saying that they are impacted, but the outlook is t... more
Earnings season is underway in the US, and the focus will shift this week from financial services to big technology companies, notes Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. Earnings ex... more
Markets bounced higher when the Iran ceasefire took place, but the situation remains uncertain, and many assets are likely to remain volatile, says Dr. Jacky Tang, the Private Bank's emerging markets CIO. "What we are probably getting here is a fragi... more
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- Really Insightful podcast!
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
Apple Podcasts5BeMichaelAngelo
United Kingdoma year ago - Outstanding Content
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
Apple Podcasts5SpiritualBillionaire13United Kingdom5 years ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
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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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. UBS On-Air: Market Moves
2. At Any Rate
3. The Markets
4. Notes on the Week Ahead
5. Making Sense
How many episodes of this podcast are there?
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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What guests have appeared on this podcast?
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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