Deutsche Bank-The House View A balancing act-106598447

Distributedon:20/02/202412:28:08GMTDeutscheBankResearchTheHouseViewAbalancingact#PositiveImpactmarion.laboure@db.comcassidy.ainsworth-grace@db.comjim.reid@db.comFebruary2024IMPORTANTRESEARCHDISCLOSURESANDANALYSTCERTIFICATIONSLOCATEDINAPPENDIX1.MCI(P)041/10/2023.UNTIL19thMARCH2021INCOMPLETEDISCLOSUREINFORMATIONMAYHAVEBEENDISPLAY7ETD,2PLsEeAS3ErS0EEOAtP6PEkNwDIXo1PFaORFURTHERDETAILS.MonthReviewTheviewsinthispublicationareinformedbyDeutscheBank’sGlobalStrategyGroup,whichadvisesmanagementandclientsonbroadmarketrisksandglobaleconomicandfinancialdevelopments.Theviewsandforecastsofthegroup,whichconsistsofseniorresearchstaff,mayoccasionallydifferfromthosedisseminatedbytheirresearchcolleagues.Sources:BloombergFinanceLP,Reuters,FinancialTimes,BusinessInsider.DeutscheBankResearchthehouseview@list.db.comhttp://houseview.research.db.comTheHouseViewFebruary20242TheHouseView,20February2024AIcontinuestobeoneofthemostprofounddevelopmentsofourlifetimes,andIcontinuetobelieveithasTheviewsinthispublicationaretheabilitytopushUSproductivitygrowthcomfortablyabove3%p.a.bytheendofthisdecade.TherewillinformedbyDeutscheBank’sbehiccupsalongtheway,butwithNvidiaalreadyup+47%YTD(thebestintheentireS&P500),andnowGlobalStrategyGroup,whichthe3rdlargestcompanyintheworld,itisclearthattheenthusiasmforAIisundimmed.advisesmanagementandclientsonbro...