Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?

Podzept - with Deutsche Bank Research

Curious side effect to pandemic?

Liam Fitzpatrick, European Head of Metals and Mining Research interviews Anna Krutikov, Glencore's Head of Sustainability. Climate ambition is increasing rapidly at a global level and investors are demanding that large corporates, such as Glencore, align strategies with the goals of the Paris Agreement and take the necessary action on reducing emissions.

dbSustainability: Glencore and net zero by 2050

In this episode we discuss the corporate response to growing biodiversity concerns, which has been slow. The problem is that companies with higher biodiversity risks can find their stock prices underperform. Customer and political scrutiny are amplifying the situation.

dbSustainability: Biodiversity - From insects to corporate giants

We interview Daianna Karaian, Founder and CEO of Today Do This, a firm that works with Blue Chip global corporates to help them achieve specific sustainability goals. We address several big questions that corporates have about exactly how to implement sustainability processes.

dbSustainability: How can corporates hit their sustainability goals?

We discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year?

Biden after 100 days

We discuss the key trends of digital currencies; which central banks are leading and lagging the race; the different sets of opportunities, or hurdles even, faced by different countries; and what to expect in terms of regulatory framework looking ahead. Katharina Paust-Bokrezion, Head of payments policy, Political Affairs, joins the conversation.

When digital currencies become mainstream

Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?

How Assets-as-a-Service can save a balance sheet blow out

A deep dive into what we are expecting from the Fed and why the market is pricing in a different path than the Fed's guidance.

Do markets believe the Fed? Possibly

A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve.

An updated world outlook

Listen to a podcast episode where we discuss the highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and presentations.

dbSustainability: Insights from the db ESG conference

This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook.

National People's Congress Preview

Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation.

Post Covid-19: What executives are thinking and doing

Nigel Wilson, CEO, Legal & General and Jim discuss how the future is in our own hands and that there are huge opportunities out there in new technologies and strategic investments that can overcome many of the secular negative forces we are all familiar with (debt, demographics, low productivity etc.). However Nigel believes we need to shed our old fashion attitude to the type of assets we invest long-term money into and urges Governments to provide the infrastructure and regulatory regime to make the future as bright as he thinks it can be.

BtH 4: Nigel Wilson, Legal & General - A bright future if we seize the opportunities

Back in early December most thought the chance of Republicans losing both Georgia Senate run-off seats was pretty low. That has now happened, with a so-called blue sweep upon us. About a week until inauguration, we discuss how we think Biden’s initial 100-day+ plan might look like.

Biden’s first 100 days

Even prior to the pandemic, there was an inevitable shift to online purchasing. But how do we ensure this widening acceptance of online buying does not backfire on the planet in the form of unsustainable delivery levels? We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.

The delivery dilemma

New podcast series delivers insights on the go - Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world.

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Podzept - with Deutsche Bank Research

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