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. 

What to watch I June 05, 2025

The fiscal costs of One Big Beautiful Bill, metal prices slump and unlocking geothermal energy

Captain Europe: Five ways to forge the region’s defense shield

Europe is on a path to a long-overdue reconstruction of its defense industrial base. Years of fragmentation, underinvestment and external dependencies have eroded its capacity to equip and sustain its own armed forces. 

What to watch I May 28, 2025

High stakes transatlantic (trade) poker, ECB back to neutral and the return of term premia