Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Allianz Global Wealth Report 2022: The last hurrah

In retrospective, 2021 might have been the last year of the old “new normal”, with bullish stock markets powered by monetary policy. Households benefitted handsomely: For a third year in a row, global financial assets grew by double-digits in 2021, reaching EUR 233trn (+10.4%).

 

 

Globalization 2.0: Can the US and EU really “friendshore” away from China?

Globalization is changing, not dying, but recent crises have raised questions about the structure of global supply chains, and the exposure to geopolitically non-aligned suppliers. 

Gilt market meltdown – a first post mortem and key takeaways

The gilt crash in the UK was not a repeat of the Eurozone sovereign debt crisis, but rather a liquidity-induced market accident that put financial stability at risk.