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Oct 21, 2021

IPOs: Turbocharged by private equity

Initial Public Offering (IPO) volumes are set to hit a new record in 2021, offering investors higher return potential than traded equity, albeit with higher risk. But investing in the right IPO depends on more than just geographical location and sector.

Oct 20, 2021

Energy prices & inflation: Backwardation keeps inflation expectations anchored

Could surging energy prices raise inflation expectations and spark a self-fulfilling upward price spiral? Futures markets suggest the risk is limited — for now. Sharply rising energy prices have accelerated headline inflation. After oil, gas and coal prices more than doubled in less than a year, spurred by strong supply-demand imbalances and weather-related factors

Oct 15, 2021

China´s great crunch: Causes and consequences, at home and abroad

A mix of temporary and policy-driven crunches, the biggest being real estate, has sparked a sudden slowdown in China, which we expect to continue through Q4 2021 and the beginning of next year. As a result, we cut our GDP growth forecasts to +7.9% in 2021 and +5.2% in 2022.

Oct 11, 2021

Energy prices in Europe: (A costly) winter is coming

Pent-up demand, tight supply, green policy and bad timing are the recipe for skyrocketing energy prices, which could take three to six months to cool down. Europe is particularly at risk due to low stocks and its high dependence on natural gas.

Oct 07, 2021

Allianz Global Wealth Report 2021: Saving from home

2020 was the year of extreme contrasts. Covid-19 destroyed millions of lives and livelihoods and the world economy plunged into its deepest recession since World War II. At the same time, monetary and fiscal policy mobilized unimagined sums to support the economy, markets and people.

Oct 06, 2021

Global Insolvencies: We'll be back

The withdrawal of support measures for companies sets the stage for a gradual normalization of business insolvencies. Our Global Insolvency Index is likely to post a +15% y/y rebound in 2022, after two consecutive years of decline (-6% forecast in 2021 and -12% in 2020). However, even in 2022, business insolvencies would remain below pre-Covid-19 levels in most countries (by -4% on average).

609 results