Allianz Research

Volle Kraft voraus:
Global Wealth Report 2025

Globalization 2.0: Can the US and EU really “friendshore” away from China?

Globalization is changing, not dying, but recent crises have raised questions about the structure of global supply chains, and the exposure to geopolitically non-aligned suppliers. 

Gilt market meltdown – a first post mortem and key takeaways

The gilt crash in the UK was not a repeat of the Eurozone sovereign debt crisis, but rather a liquidity-induced market accident that put financial stability at risk.

Eurozone public debt: The interest rates reality check

In recent years, Eurozone governments borrowing more and more seemed to matter less and less as falling interest rates made high and rising debt levels less burdensome.