Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Allianz Trade Global Survey 2022

How is the current international environment affecting exporters and their willingness to trade? Allianz Trade, the world leader in trade credit insurance, decided to check the pulse of companies in the United States, China, the United Kingdom, France, Italy and Germany. Two surveys were carried out – one before the start of the invasion of Ukraine and one after, involving nearly 3,000 corporates.

Corporate credit: straddle or struggle?

The war in Ukraine has put pressure on European corporate margins. The conflict has sent (energy) commodity prices soaring, amplified existing supply-chain disruptions and increased uncertainty weighing on investment. 

The cost of the zero-Covid policy for China and the world

With provinces accounting for nearly a quarter of GDP under partial or full lockdown, the cost of China’s zero-Covid policy is climbing. We expect that omicron outbreaks in Q1 and April will have cost -0.4pp of GDP growth in 2022.