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 | InvestingBusiness | |||
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Latest Episodes
Big tech earnings in the US have stolen a lot of headlines, but that should not distract from gains being made in other sectors and regions, says Dr Dirk Steffen, the Private Bank’s EMEA CIO. “The rally this year is not solely based on artificial int... more
Stock markets have had some stumbles recently, with selloffs in the technology sector followed by rapid recoveries, but the fundamentals of the AI rally have not changed, says Dr. Jacky Tang, the Private Bank’s CIO for emerging markets. “The reality ... more
Geopolitical tensions, central bank decisions and key economic data releases are all competing for investors' attention. In this week's episode of PERSPECTIVES, Markus Müller, the Private Bank's Global Head of the CIO Office and Chief Investment Offi... more
Second-quarter earnings got off to a strong start in the US with solid results from big banks, but now markets will be focused on what the technology hyperscalers have to say about both earnings and their spending plans, says Dr. Dirk Steffen, the Pr... more
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Reviews
- 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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Apple Podcasts | #36 |  Italy/Business/Investing |
Apple Podcasts | #128 | Italy/Business |
Apple Podcasts | #156 |  Hong Kong/Business/Investing |
Apple Podcasts | #172 |  United Arab Emirates/Business/Investing |
Apple Podcasts | #212 |  Argentina/Business/Investing |
Apple Podcasts | #218 |  Ireland/Business/Investing |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show combines macro-driven market outlooks with practical portfolio insights from Deutsche Bank's Private Bank CIO team. Episodes center on energy shocks, inflation dynamics, and geopolitical risk, particularly in the Middle East, and how these factors shape equities, bonds, and policy expectations. Guests typically include senior investment officers and EM specialists who translate global developments into asset-allocations and risk considerations. A notable strength is the consistent emphasis on data-driven analysis, central-bank signals, and sector connections (AI, energy, renewables) to help listeners navigate the week ahead and the broader investment landscape.
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. At Any Rate
2. The Markets
3. UBS On-Air: Market Moves
4. Making Sense
5. Global Data Pod
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. Markus Müller
2. Christian Nolting
3. Dr. Jacky Tang
4. Jacky Tang
5. Deepak Puri
6. Dr. Dirk Steffen
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