Pressmeddelande -

Greece - wrestling with complexity

CIO View - official outlook from Deutsche Asset & Wealth Management and Chief investment officer Asoka Wöhrmann. With EUR 1 trillion of assets under management (as of January 29, 2015), Deutsche AWM is one of the world's leading investment organizations.

Asoka Wöhrmanns nine positions are:

  • Greece will continue on its reform path and stay in the Eurozone.
  • Oil prices could see only a slow recovery from recent falls. Deutsche AWM oil price (WTI) forecast for end of 2015 as of 01/12/2015: 65-70 USD.
  • The oil-price dive will spur growth in industrialized economies.
  • A moderate rate hike in the U.S. in the third quarter is expected.
  • Low energy prices could cause low or negative inflation rates.
  • The European Central Bank’s “public Quantitative Easing” weakens the euro.
  • Equities are likely to benefit from ongoing expansionary monetary policy.
  • Moderate yield increases should weigh on government-bond prices.
  • Asset allocation of our balanced model portfolio:
    • Fixed income: 46 %.
    • Equities: 43 %.
    • Alternatives: 10 %.
    • Commodoties: 1 %.

Also in CIO View:

  • Focus: (Not) a Greek tragedy.
  • The big picture: The key to 2015 - seeing risks as opportunities
  • Investment traffic lights: our tactical and strategic view on different asset classes.
  • Portfolio: interview with Stéphane Junod, regional Chief Investment Officer.
  • Alternatives portfolio.

You can download CIO View here on deawm.com.

For more information please contact:
Carlos Cancino, press contact Deutsche AWM Nordics
Tel: +46 768-369873
E-mail: carlos.cancino@konsensus.se

Sabina Díaz Duque
Tel: +49 (0)69 / 9101 4177

E-mail: sabina.diaz-duque@db.com

Ämnen

  • Ekonomi, finans

Kategorier

  • asoka wöhrmann
  • asset management
  • deawm
  • deutsche asset & wealth management
  • deutsche bank
  • fund management
  • ecb
  • monetary policy

Deutsche Asset & Wealth Management

With EUR 1.04 trillion of assets under management (as of January 29, 2015), Deutsche Asset & Wealth Management¹ is one of the world's leading investment organizations. Deutsche Asset & Wealth Management offers individuals and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices.

¹ Deutsche Asset & Wealth Management is the brand name of the Asset & Wealth Management division of the Deutsche Bank Group. The legal entities offering products or services under the Deutsche Asset & Wealth Management brand are listed in contracts, sales materials and other product information documents.

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