Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

The anatomy of financial bubbles, crashes & where we stand today

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were most likely in a bubble mode in 2021; they have not yet completed a typical post-bubble correction, offering more downside than upside.

Back on the (climate ) track

The race to energy sovereignty sparked by Russia’s invasion of Ukraine could push Germany’s green transition well past the finish line. Despite the increased use of coal for electricity generation in the short term, the EU ETS will limit additional emissions, and coal is still on track to be phased out by 2030. 

Allianz Pulse 2022: United in pessimism

After three months of the Russian invasion of Ukraine, Europe’s economy is in a very unstable state, making it the right moment to check the pulse in Germany, France and Italy. In May, we at Allianz decided to interview 1,000 people in each country about their views on political and economic issues, as well as their expectations for the future.