Markets are nowadays obviously predominated by selective perceptions: chances offered by further rate cuts and Artificial Intelligence keep pushing stock markets on and on, in particular the U.S. stockmarket.
How to interpret recent market moves? Is the shift towards European equities a new trend? DWS CIO Vincenzo Vedda explains what is driving recent developments.
Artificial Intelligence: Hype or Real Productivity Boost?
In the latest Market Update, DWS Chief Economist Johannes Müller analyzes whether the spectacular rise in AI-related stock prices is justified — or if parallels to the dot-com bubble are emerging.
CIO View Outlook Q2 2025
Artificial Intelligence: Hype or Real Productivity Boost?
