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Jan 26, 2026

EU-India trade deal: EUR30bn of combined yearly exports gains in a fragmented world

After signing the EU–Mercosur agreement on 17 January, the EU is looking to speed up its trade policy momentum to diversify trade structures in a more fragmented global economy. A trade deal with India could be finalized at the EU-India summit this week.

Jan 23, 2026

Eyes back on the Fed (and on interventionist financial policies)

We continue to expect only one rate cut (-25bps to 3.50%) from the Fed this year. This cut is now expected in June instead of March, which confirms a normalization of monetary policy to neutral settings.

Jan 21, 2026

Tackling the insurance protection gap

The report analyses how climate change and nature loss are undermining insurability widening the global insurance protection gap and sets out policy solutions to strengthen resilience for households, businesses and governments

Jan 20, 2026

The heat is on: Unlocking Germany’s heat-pump potential

Germany’s path to net-zero runs through its homes and buildings. The building sector, responsible for 21% of the country’s emissions, is lagging behind other sectors in decarbonization.

Jan 16, 2026

Geopolitics heats up from Venezuela, to Greenland to Iran, but investors shrug. For how long?

2026 started off on a strong footing with geopolitics taking on center stage, again. Market reactions have been fairly muted so far, with global equities, rates and FX remaining stable.

Jan 14, 2026

Allianz Risk Barometer - Identifying the major business risks for 2026

The most important corporate concerns for the year ahead, as ranked by 3,300+ risk management experts from 97 countries and territories

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