Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Conflict in the Middle East: Implications for markets and macro

The US-Israeli strikes on Iran will have implications for energy markets, shipping costs, inflation risks and financial conditions – but everything hinges on how long the conflict lasts.

Mining for the future: Addressing liabilities and unlocking sustainable transition opportunities

A twin transition is driving a surge in mineral demand as decarbonization and digitalization are reshaping the industrial base simultaneously. 

Variable geometry for European trade: Building resilience and diversification

In line with the European Commission’s competitiveness agenda, trade policy needs to be reframed as an instrument of economic security and geopolitical leverage.