CIO View Outlook Q2 2025
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.
Between records and risks – how long can the rally last?
Despite ongoing trade tensions, geopolitical risks, and volatile commodities, stock indices continue to hit new highs. What’s driving the momentum? Are earnings expectations for 2025 and 2026 realistic?
