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Important security note: Warning of attempted fraud in the name of DWS

We have detected that fraudulent individuals are misusing the "DWS" trademark and the names of DWS employees on the internet and social media. These fraudsters are operating fake websites, Facebook pages, WhatsApp groups and Mobile Apps. Please be aware that DWS does not have any Facebook Ambassador profiles or WhatsApp chats. If you receive any unexpected calls, messages, or emails claiming to be from DWS, exercise caution and do not make any payments or disclose personal information. We encourage you to report any suspicious activity to info@dws.com, including any relevant documents and the original fraudulent email. Additionally, if you believe you have been a victim of fraud, please notify your local authorities and take steps to protect yourself.

Dear reader,

Artificial intelligence has become a dominant theme in global investment, attracting unprecedented levels of capital. Institutional investors are no longer passive participants: their allocations are actively shaping the pace, scale and structure of the AI boom. At the same time, rising valuations, concentrated equity exposure and geopolitical dependencies raise questions about the durability of the current investment cycle.

Find out more in the new report “Exuberance and exposure: Institutional investors and the AI boom” by Economist Impact, which we at Xtrackers are proud to support – already for a second time. The study examines how institutional investors are balancing a strong conviction in AI’s long-term economic potential with near term risks linked to market momentum, concentrated equity exposure and the likelihood of a valuation correction. It also looks at what is driving allocations, how investors would respond to a sharp correction and how portfolios are positioned to capture AI’s expected longer-term gains.

The report is based on a global survey of 300 institutional investors across North America, Europe and Asia. Their insights shed light on the challenges ahead.

We hope you find this study as enlightening as we have.

“The findings show sustained long term conviction in AI among institutional investors alongside elevated near term uncertainty. They underscore the need for careful assessment of concentrated equity exposure and portfolio resilience in a rapidly evolving investment landscape.”