Allianz Research

Allianz Global Wealth Report 2023:
The next chapter

2022 was a turning point, both politically and economically. Whether it also marked a turning point for financial assets will certainly only become clear in retrospect. 

Eurobonds – A window of opportunity for a strategic necessity

Capital flows are shifting to Europe and European debt is emerging as a transitory safe asset.

Country Risk Atlas 2026: Under the surface

In the 2026 edition of the Country Risk Atlas, we assess the economic outlook, risks and opportunities across 83 countries, representing approximately 94% of global GDP. 

From unipolar to uneven: Fragmentation tests US market primacy and reshapes the global investment landscape

US equities have consistently outperformed global peers, cementing their dominance in portfolios worldwide. But past outperformance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account.