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Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be t...
The direct toll of the Middle East crisis is an additional 7000 insolvencies in 2026, according to our latest Global Insolvency Report. This...
We just published the fifth edition of our Allianz Trade Global Survey, where we asked 6,000 companies in 13 countries, including the US, Fr...
25% of the world’s hydrocarbon flows pass through one narrow waterway—the Strait of Hormuz. That’s a quarter of global energy supply relying...
The Allianz Social Resilience Index 2025 records a third consecutive – albeit modest – improvement across 171 economies. The global average...
The projected lifetime income gap for women born in 2025 is 16% — the same as it was for women born in 2000. After decades of progress, we’v...
US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past perfor...
Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up t...
Aviation is one of the hardest sectors to decarbonize: Between 1970 and 2023, total carbon dioxide emissions from aviation increased by arou...
Can old trade routes adapt to new trade wars? In a world divided by geopolitics, protectionism and the effects of climate change, global tra...
Since early 2025, the Trump administration’s sweeping import duties have reshaped global trade flows. But they haven’t triggered a surge in...
Generative AI is becoming a structural driver of the global construction sector as the AI boom fuels a frenzy for data centers. But there ar...
We're back with a new episode of Tomorrow, with Allianz Research's AI Assistant Aria! Have you been wondering who is really paying the price...
We're back with a new season of the Tomorrow podcast, with Allianz Research's AI Assistant Aria! Today, we’re diving into the latest numbers...
Time for a new episode of Tomorrow! Today we’re unpacking the results the Allianz Pulse. For the seventh edition, we surveyed 6,000 people a...
The global economy has got that summertime, summertime sadness. Global GDP growth could hit the slowest pace since 2008 this year, outside o...
Time for a new episode of Tomorrow! Today, we’re diving into a crucial – but often overlooked – indicator of business health: Working Capita...
Time for a new episode of Tomorrow! Today we're talking about the paradigm shift in defense that's taking place in Europe, where member stat...
Time for a new episode of Tomorrow! Today we’re diving into the results of the Allianz Trade Global Survey 2025, which asked 4,500 companies...
Time for a new episode of Tomorrow! Today we’re talking about why adapting to climate change is just as important as mitigating carbon emiss...
Time for a new episode of Tomorrow! Today we're talking about business insolvencies. In 2024, they shot up by 10% and we expect back-to-back...
Today we're talking about global pension systems. By 2050, the number of people aged 65 and older is set to almost double to a staggering 1,...
The Tomorrow podcast is back! But we're experimenting with a new host this year - meet our AI assistant Aria, she'll be bringing you a snack...
Weight-loss drugs have become a golden formula for pharma growth. In this episode we speak to Sector Advisor Maria Latorre and Senior Econom...
The pricing power party is over for retailers. While retail sales are still strong in the US and recovering in Europe, retailers are struggl...
What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Econ...
Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher ave...
Despite monetary tightening, the global financial assets of private households recorded strong growth in 2023. But there is an Atlantic divi...
With the workforce population set to decline and workers getting older, how can we make companies demography-proof? We find out in this epis...
Transformative years lie ahead for the global insurance industry. In 2023, it grew by an estimated +7.5% in 2023, the fastest pace since 200...
Between 06 and 09 June, more than 400 million European citizens across the 27 EU member states voted to elect the 720 members of the Europea...
For the third edition of the Allianz Trade Global Survey, we asked over 3,000 companies in China, France, Germany, Italy, Poland, Spain, the...
Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. In this episode, w...
The global auto industry is going through a significant transformation towards electric vehicles but the path ahead will be turbulent, shape...
Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime...
After the high-speed and broad-based rebound in 2023, what's the outlook for business insolvencies in 2024? In this episode, we find out fro...
As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond? In this episode, we speak to Senior...
In the 25 years since the foundation of the Euro, the economic gap between the US and Eurozone has almost tripled. What explains this wideni...
The trade-offs between affordability and insurability are becoming more difficult to solve? But are we heading towards an uninsurable future...
The global construction sector is feeling the pressure from high interest rates. In this episode with Ano Kuhanathan, Head of Corporate Rese...
The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging...
Promoting trade in environmental goods and low-carbon technologies can be a powerful tool to combat the climate crisis. But there can be no...
Advantages are running out and penalties looming for companies. In this episode, we speak to Maxime Lemerle, Lead Insolvency Analyst, about...
With a recession mostly avoided and inflation mostly circumscribed, what lies ahead for the global economy? In this episode with Ana Boata,...
2022 was an annus horribilis for savers as asset prices fell across the board in the "everything slump" scenario. In this episode with Arne...
The future will be powered by metals but fenced in with iron curtains. In the first episode of our new season, we look the importance of cri...
Is the ECB's "climate talk" having an effect on ESG bonds? In the last episode of this season, we speak to Andreas Jobst, Head of Macroecono...
How can we invest to reduce biodiversity loss? In this episode with Arne Holzhausen, Head of Wealth, Insurance and Trend Research, and Marku...
For the 2023 edition of the Allianz Trade Global Survey, we decided to check the pulse of nearly 3,000 exporters in seven countries: the US,...
Despite higher inflation – or perhaps precisely because of it – global insurance premiums are set to increase by 5.2% over the next decade,...
How have European labor markets fared in the wake of the Covid-19 pandemic? In this episode with Senior Economist Maddalena Martini and Econ...