A double-edged code: How AI is reshaping the global wealth landscape
This week on the Tomorrow podcast, we dive into the Allianz Global Wealth Report 2026. The big picture: Global financial assets jumped to a...
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Tomorrow – A podcast by Allianz Research
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...
Episodes
20 of 96 episodesHalf-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy sh...
Ten years after Brexit: Resilience without revival
The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this wee...
How AI is rewiring global trade
AI-related trade has already grown from USD1trn in 2014 to USD3.8trn as of 2025, equivalent to 15% of all global trade. In this episode, we...
Allianz Global Insurance Report 2026: The Future of Insurance in a Fragmenting World
The Allianz Global Insurance Report shows that global premiums rose by 7% to reach 6.9 trillion euros in 2025, adding 456 billion euros to t...
Thinking fast, building slow: The energy cost of the US AI boom
The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a...
Global Insolvency Outlook: Brace for Middle East spillovers
The direct toll of the Middle East crisis is an additional 7000 insolvencies in 2026, according to our latest Global Insolvency Report. This...
Business as unusual: Exporters adapt to geopolitical shocks
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...
Economic outlook 2026-27: The Fog of War
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...
Allianz Social Resilience Index 2025: The middle-resilience trap
The Allianz Social Resilience Index 2025 records a third consecutive – albeit modest – improvement across 171 economies. The global average...
Closing the gender income gap: from paychecks to pensions
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...
Investing in a fragmented world
US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past perfor...
Economic outlook 2026-27: Stretching the limits
Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up t...
High hopes, heavy footprint: Aviation’s quest for climate-neutral skies
Aviation is one of the hardest sectors to decarbonize: Between 1970 and 2023, total carbon dioxide emissions from aviation increased by arou...
Old trade routes for new trade wars?
Can old trade routes adapt to new trade wars? In a world divided by geopolitics, protectionism and the effects of climate change, global tra...
Global Insolvency Outlook 2026-27: Don't look down!
Since early 2025, the Trump administration’s sweeping import duties have reshaped global trade flows. But they haven’t triggered a surge in...
Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector
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...
Quarterly Outlook Update 2025-27: 10 Top-of-Mind Questions, Answered
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...
Allianz Global Wealth Report 2025: Powering ahead
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...
Allianz Pulse 2025: Confused and disappointed – but less pessimistic
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...