Tomorrow – A podcast by Allianz Research

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 increases in 2025 and 2026. Tune in to find out what factors are at play, with Allianz Research's AI Assistant Aria. Read the full report here: Riders on the storm: Managing uncertainty

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 1,578 million. Are public pension systems prepared to handle this demographic shift? Allianz Research's AI Assistant explains the results of the Allianz Global Pension Report. Read the full report here.

The Tomorrow podcast is back! We're experimenting with a new host this year - meet our AI assistant Aria, she'll be bringing you a snackable summary of our reports. Today we're talking about Germany. Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence advancements have reshaped global economies. Poised at the crossroads of these transformations, Germany faces challenges distinct from its earlier struggles as the “sick man of Europe”, raising doubts about its economic model. In this episode, Aria explains the 10 steps Germany needs to take to build a bold, future-oriented economic model.

Read the full report here.

Weight-loss drugs have become a golden formula for pharma growth. In this episode we speak to Sector Advisor Maria Latorre and Senior Economist Michaela Grimm about how GLP-1 treatments like Ozempic and Wegovy are reshaping the industry, and the risks that lie ahead. 

Read the full report "The weight is over: How GLP-1 treatments are reshaping pharma and beyond"

The pricing power party is over for retailers. While retail sales are still strong in the US and recovering in Europe, retailers are struggling to preserve profitability. In this episode, we find out why with Head of Corporate Research Ano Kuhanathan. 

Read the full report "From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges".

What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Economist Françoise Huang about how a renewed trade war could affect global supply chains and pave the way for new trade champions. 

Read the full report "The geoeconomic playbook of global trade".

 

Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors? We find out in this episode with Lead Investment Strategist Jordi Basco Carrera and Senior Investment Strategist Bjoern Griesbach.

Read the full report "Long-run capital market returns in times of climate change".

Despite monetary tightening, the global financial assets of private households recorded strong growth in 2023. But there is an Atlantic divide, and a generation gap.

We find out more in this episode with Arne Holzhausen, Head of Wealth, Insurance and ESG Research, and Economist Kathrin Stoffel.

Read the full report "Allianz Global Wealth Report 2024"

 

With the workforce population set to decline and workers getting older, how can we make companies demography-proof? We find out in this episode with Arne Holzhausen, Head of Insurance, Wealth and ESG Research, and Senior Economist Michaela Grimm.

Read the full report " Fostering age inclusion at work to make companies demography-proof"