Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Public vs. private equity: The widest equity return gap in two decades

Public equities have repriced the future while private equity is still monetizing the past. 

Southern Europe won the last decade. The next one is less obvious

Southern Europe has delivered an impressive turnaround this past decade, broader and more durable than many expected.

US-Iran deal: Markets price peace, economies still pay for war

Markets have celebrated the end of the Strait of Hormuz conflict. The economy has not yet earned that relief — and for most households, corporates, and governments, things may get worse before they get better. The physical reopening is a multi-month process, not a switch.