The global economic ripple effect of cyclones

Tropical cyclones (TCs), are among the most destructive extreme weather events globally, causing an average of 43 deaths and USD78mn in economic damages daily.

Global Economic Outlook 2024-2026: The great balancing act

Steady (not stellar) global growth ahead at +2.8% until 2026, in line with the long-term average.

What to watch I September 27, 2024

China’s easing packages, country and sector risk updates, the durable goods rollercoaster and the great loosening cycle for central banks around the world

Global Wealth Report 2024: Surprising relief

Today, Allianz published the 15th edition of its “Global Wealth Report”, which puts the asset and debt situation of households in almost 60 countries under the microscope.

What to watch I September 20, 2024

Increased retirement age in China, the green angle to the US elections and the economic impacts of German border controls

Fostering age inclusion at work to make companies demography-proof

The EU’s domestic working-age population is set to decline. Delaying retirement could have a huge impact on making companies demography proof. 

What to watch I September 12, 2024

And the Fed pivoted, BoE on pause, Poland’s fiscal risks and what happens once the US yield curve disinverts 

Long-run capital market returns in times of climate change

The materialization of physical climate risks is 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? 

What to watch I September 06, 2024

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices 

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more. Global growth bottomed out in H1, but the global manufacturing sector is still in excess supply, and demand remains sluggish especially in the Eurozone.