Allianz Research

Allianz Global Wealth Report 2025: Powering ahead

Allianz Climate Economics Report 2026: A year of escalating costs

The Allianz Climate Economics Report (ACE), launched at Climate Week NYC 2026, reveals that extreme weather caused €184 billion in economic losses in 2025 — down 32% from 2024 but 20% above the long-term average. Powered by ClimRad, a proprietary climate-data platform developed with Earthian AI, the report maps how climate events translate into GDP and inflation impacts across 144 economies. 

How the AI supercycle is reshaping global interest rates

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.

Chokepoints and pressure points : what is breaking and reshaping global energy markets

The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027. But several pressure points are pulling oil and gas prices in different directions and the balance will decide where prices go next.