Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Sector Atlas: Assessing non-payment risk across global sectors

Global GDP growth is projected to decelerate to +2.5% in 2023, as low as in 2019. Advanced economies will likely dodge a full recession but will experience low growth in 2023 and 2024.

A slow landing for China

The Chinese consumer is at the heart of public support measures but rebuilding confidence will take time. 

Is diversification dead?

2022 flipped the script on the traditional 60/40 portfolio split, with inflation and growth dynamics switching the traditionally negative correlation between equities and bonds into a positive one.