Products & Services
Search
Products & Services

  

Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Click here to download the report
Please note: in the event of discrepancies in calculations and figures, the most recently published value shall apply.

Table of contents

Executive summary

Read more

Financial assets: Surprising relief

Read more

Liabilities: Expected restraint

Read more

Real estate: Setback

Read more

Distribution: Progress is in the eye of the beholder

Read more

Appendices

Read more

Our team

Read more

Key contacts and links

General Inquiries
  

Show contacts

Economic Research
  

Show contacts

Investor Relations
  

Show contacts

Press
  

Show contacts
External IFrame Content

This IFrame contains external resources. The provider may be collecting information about your interaction with this content by using cookies and may use this for targeting their offers. Please accept cookies in order to show the IFrame.

 

All publications

   

When bonds stop hedging equities: rethinking portfolio diversification

The 60/40 portfolio has quietly stopped working. The risk-adjusted return investors could reasonably expect from the standard balanced portfolio has fallen to roughly a third of its long-run level, from a Sharpe ratio of 0.47 to just 0.14.

The price of political fragility

Political fragility is now a key driver of European sovereign bond risk, particularly ahead of the 2027 elections in France and Italy. Since QE ended, it has significantly increased borrowing costs and could keep bond spreads elevated.

Trade war 3.0: A new, lasting tariff wall

With Section 122's flat 10% tariff expiring on 24 July, the switch to Section 301 and Section 338 tariffs will send the US average import tariff back above 2025's IEEPA-era level to 12.4%, up from a May low of 7.7%. 

641 releases in total