What to watch I December 11, 2025

France budget short of savings, Europe’s climate tools to test affordability and competitiveness and central banks week ahead

Convertible bonds: The Financial Roadster for Dynamic Markets

From niche market to the center of attention? Convertible bonds – i.e. corporate bonds with an attached equity call option – are often overlooked in asset allocation but their performance in 2025 has sprung them into the spotlight.

What to watch I December 05, 2025

Fed preview, AI bubble risks for households and a softening tone on tariffs – for now

High hopes, heavy footprint: Aviation’s quest for climate-neutral skies

Aviation remains a cornerstone of our globalized economy, shrinking distances and accelerating the movement of people and goods, thereby enabling tourism and trade. But it is also one of the hardest sectors to align with global climate-neutrality goals by 2050. 

What to watch I November 28, 2025

AI bubble o’clock, Japan’s spendy stimulus and EM central banks hit a fork in the road

Black Friday: The icing on the cake for US retail?

Months of trade uncertainty and higher tariffs haven’t stopped US shoppers from adding to their carts throughout the year. Black Friday and Cyber Monday sales are likely to hit a new record this year but the US consumption engine has been resilient throughout the tariff uncertainty. 

What to watch I November 20, 2025

Germany’s pension time bomb, the UK’s difficult budget balancing act and Europe’s data center dilemma

Allianz Green Transition Tracker 2025 - A decade after Paris: Progress, paralysis and the race to net zero

The global transition stands at a critical crossroads. A decade after the Paris Agreement climate impacts are accelerating: 2024 was the hottest year on record, with direct climate damages reaching USD300bn and broader economic losses in the trillions. 

What to watch I November 14, 2025

Q3 earnings, the secret behind EU sovereign spread convergence and from tariff dividend to Supreme Court scrutiny

Can we afford to save nature? The economics of the Half-Earth scenario

Climate goals are unattainable without a healthy planet. Yet natural capital and ecosystem services are deteriorating at an alarming pace.