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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
China
S&P 500
Inflation
Deutsche Bank
European Central Bank
Federal Reserve
COP28
Growth
Artificial Intelligence
Earnings Season
Paris Agreement
Consumption
Personal Consumption Expenditure Price Index
U.S. Federal Reserve
Japan
Oil Prices
Equity Market
Equities
Magnificent 7 Tech Companies
Monetary Policy

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

PublishesWeeklyEpisodes79Founded5 years ago
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BusinessInvesting

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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

In our final episode of 2025, Christian Nolting, the Private Bank’s Global Chief Investment Officer, sounds an optimistic note for markets in the New Year. “We’ve now seen three very good years” in markets, Christian says. “I think in ‘26, there migh... more

The US dollar has been weakening against its peers lately, “but when you look for the last five years, the dollar is still positive”, notes Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. And the dollar’s recent slip could ... more

Stocks have found their footing after a recent period of softness, and that strength could continue through 2026, says Markus Müller, the Private Bank’s head of the CIO office and Chief Investment Officer for Sustainability. “Positive year-end season... more

The Private Bank’s Chief Investment Office just held its quarterly “CIO Day” gathering to set its 12-month forecasts, and it included some interesting shifts to its outlook, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americ... more

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Recent Guests

Deepak Puri
Chief Investment Officer for the Americas
Deutsche Bank
Episode: Earnings season gets under way
Markus Müller
Chief Investment Officer for Sustainability at Deutsche Bank's Private Bank
Deutsche Bank
Episode: A moment of calm after the tariff storm
Dr. Dirk Steffen
Private Bank's Chief Investment Officer for Europe, Middle East and Africa
Deutsche Bank
Episode: Third-quarter earnings, bond moves, and an ECB decision
Christian Nolting
Global Chief Investment Officer
Deutsche Bank's Private Bank
Episode: An important jobs report, and the return of volatility

Host

Jim Wilhite
Host of the PERSPECTIVES Weekly podcast with a focus on investment strategies and economic implications. Wilhite has extensive experience in financial markets, bringing valuable insights from Deutsche Bank's Chief Investment Office.

Reviews

4.7 out of 5 stars from 61 ratings
  • 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 Podcasts
    5
    BeMichaelAngelo
    United Kingdom10 months 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 Podcasts
    5
    SpiritualBillionaire13
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The content is often praised for its clarity and relevance, making complex topics accessible to a broader audience.
Listeners appreciate the insightful economic analyses and forecasts that enhance their understanding of investment dynamics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#193
Chile/Business/Investing
Apple Podcasts
#207
Spain/Business/Investing

Talking Points

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Positioning for the New Year
Q: What's on your watch list in terms of data before the holidays?
Nolting highlights the non-farm payrolls and European Central Bank meetings, along with significant macroeconomic data from Germany as key indicators to monitor.
Positioning for the New Year
Q: How are you thinking about the outlook for Fed policy and what that might mean?
Nolting discusses a divided Fed showing signs of multiple opinions on rate cuts and outlines expectations for a potential new Fed Chair, hinting at a dovish stance.
Positioning for the New Year
Q: What are the big issues on your mind for markets and the economy as this year draws to a close and next year gets underway?
Nolting emphasizes the positive overall macroeconomic backdrop, citing strong fiscal spending and a potential cutting cycle from central banks, though he warns about complacency in the markets.
Stocks find their footing; and investing tips from the UN climate conference
Q: What stood out from COP 30 regarding market opportunities?
The emphasis was on capital flows rather than pledges, indicating a potential shift in global finance and significant investment opportunities in green infrastructure.
Stocks find their footing; and investing tips from the UN climate conference
Q: Can you tell us a little bit about what's in there for major Central Banks? Like what policies are you expecting?
The outlook suggests the Fed could cut rates three times by the end of next year, while the ECB may wait for previous cuts to take effect instead of cutting further.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The content focuses on the latest developments in global finance, particularly as they relate to investment strategies and economic forecasts. Each episode features insights from senior members of the Chief Investment Office at Deutsche Bank's Private Bank, providing listeners with a deep understanding of factors influencing stock markets, central bank policies, inflation, and economic indicators. A notable aspect is the emphasis on how these elements affect investment decisions, with a broader look at the implications for the global economy. The show uniquely blends technical analysis with accessible commentary on current events, catering to both seasoned investors and those newer to the finance world.

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These podcasts share a similar audience with this podcast:

1. The Markets
2. At Any Rate
3. Making Sense
4. UBS On-Air: Market Moves
5. Thoughts on the Market

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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Recent guests on this podcast include:

1. Deepak Puri
2. Markus Müller
3. Dr. Dirk Steffen
4. Christian Nolting

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