Allianz Research

Allianz Global Wealth Report 2025: Powering ahead

Please note: in the event of discrepancies in calculations and figures, the most recently published value shall apply.

Democratic sweep: What changes for the US economy and financial markets?

The Democrats achieved a full sweep of Congress and won a majority of governorships in the midterm elections. Results are not definitive at this stage, but the Democrats have secured a decisive majority in both the House and the Senate. 

Buying time: Can the Fed & US Treasury provide policy backstops in a fragmenting dollar system

Global financial stability is shifting from foreign private capital toward US public-sector backstops, as declining foreign demand for Treasuries and growing market fragmentation increase volatility, weaken the dollar and elevate the role of domestic bonds and gold.

Global Insolvencies Outlook 2028: Higher rates, higher energy bills, higher insolvencies

 Our Global Insolvency Index looks set to increase by +5% this year (broadly in line with our previous estimate), down from +6% in 2025 and +10% in 2024, leaving it 21% above its pre-pandemic average.