What to watch I January 16, 2025

US bond markets bracing for inauguration, UK’s Reeves moment (the sequel) and China upgrades policy mix to counter potential tariffs

Allianz Risk Barometer: Identifying the major business risks for 2025

The most important corporate concerns for the year ahead, as ranked by 3,700+ risk management experts from more than 100 countries and territories

What to watch I January 10, 2025

2025 capital market themes, riding the China-Europe train and energy crisis in Europe, season 2? 

Germany – quo vadis?

Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence (AI) advancements have reshaped global economies. Poised at the crossroads of these transformations, Germany faces challenges distinct from its earlier struggles as the “sick man of Europe”, raising doubts about its economic model. 

Economic outlook 2025-26: Defying gravity?

Global economic growth: Not quite "dancing through life". Global real GDP growth is expected to remain moderate but steady at +2.8% in 2025-26. We expect developed economies to experience a slight slowdown, with growth tapering from +1.8% in 2025 to +1.7% in 2026. 

What to watch I December 12, 2024

Companies on a trade war footing, the Fed’s wishful Xmas cut and 2024 going in the books as a record year for insolvencies 

The risks of competitive fragmentation on Europe’s road to net zero

The green transition is a motor for economic growth. In 2023, the clean energy sector alone added USD320bn to the global economy in value added, accounting for 10% of global GDP growth. 

What to watch I December 06, 2024

Unlocking Eurozone consumer confidence, the ECB’s next rate cut and the CORE problem for Europe’s auto sector

The weight is over: How GLP-1 treatments are reshaping pharma and beyond

The pharmaceutical industry is cooking up a storm, with weight-loss drugs serving as the main course. Diabetes and obesity have become the star ingredients driving the sector’s expansion, sidelining traditional staples like oncology and immunology.