Products & Services
Search
Products & Services

  

Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Click here to download the report

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

   

US housing market: The first victim of the Fed

The US housing market is adjusting to the new reality of higher-for-longer interest rates. Interest rates are rising rapidly – the Fed delivered a third consecutive 75bp hike during the September FOMC meeting – and unlikely to decrease much in 2023 as the FOMC will be keen to restore its inflation-fighting credibility. 

Shipping: liners swimming in money but supply chains sinking

2022 will be a record year for container shipping companies. We expect the sector’s revenue to jump by +19% y/y and its operating cash flow to grow by +8% y/y. While freight rates have fallen -32% year-to-date, they are still well above the pre-pandemic average. 

Fall Economic Outlook: Lights out! Energy crisis, policy mistakes and uncertainty

As Russian gas supply is coming to a halt, the fight against inflation is raging and political uncertainties coalesce, our previous adverse scenario has become reality. The trifecta of lower growth, higher inflation and higher rates will hit even harder. 

607 releases in total