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Oct 22, 2026

Private credit and higher rates: losses stay contained, but each hike costs more

Private credit losses stay contained, but each hike costs more than the last. After the 25bps hike the Fed delivered in September, the first since July 2023, our baseline assumes three more, taking the terminal range to 4.50%-4.75%. 

Oct 20, 2026

European defense one year on: Money is not the problem, capacity (and delivery) are

One year into Europe's landmark rearmament announcements: defense spending has increased, financial commitments have expanded (e.g. SAFE loans, +60% commitments in 2028-2034 EU draft budget) and order books have reached record highs. 

Oct 16, 2026

Invest in Germany, Yes, But How?

The first Invest in Germany Summit takes place in Berlin on 19 and 20 October 2026, asking why and how Germany can attract investment. The “why”: a top-tier location that chronically underinvests, including from abroad.

Oct 14, 2026

Allianz Pulse 2026 on AI - The Uneasy AI Revolution: Rapid Adoption, Growing Anxiety and Europe’s Preparedness Gap

The Allianz Pulse Survey takes the temperature of European households each year on the economic, political and societal issues shaping their lives, with the 2026 edition focusing on artificial intelligence.

Oct 09, 2026

Toasted, not burnt: France’s bond sell-off and the road to the 2027 election

France is the hardest hit in the global bond sell-off, mostly due to its own fiscal and political weakness.

Oct 08, 2026

From legacy capital to smart bets

Chinese brands will dominate the Paris auto show next week. They represent 50% of exhibitors versus just 23% in 2024, a visible sign of a deeper, structural shift already reshaping the market. 

Sept 29, 2026

Allianz Global Wealth Report 2026

Global Wealth Report 2026: Allianz examines household wealth, debt and how AI is reshaping wealth. » Read the report.

Sept 28, 2026

Economic outlook 2026-28

Summer brought little of the calm markets had priced in before it began. Three tensions we had been tracking escalated through the season, surfacing as fresh flashpoints by early September.

Sept 24, 2026

Allianz Climate Economics Report 2026: A year of escalating costs

The Allianz Climate Economics Report (ACE), launched at Climate Week NYC 2026, reveals that extreme weather caused €184 billion in economic losses in 2025 — down 32% from 2024 but 20% above the long-term average. Powered by ClimRad, a proprietary climate-data platform developed with Earthian AI, the report maps how climate events translate into GDP and inflation impacts across 144 economies. 

Sept 17, 2026

How the AI supercycle is reshaping global interest rates

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.

658 releases in total