Geopolitics heats up from Venezuela, to Greenland to Iran, but investors shrug. For how long?

2026 started off on a strong footing with geopolitics taking on center stage, again. Market reactions have been fairly muted so far, with global equities, rates and FX remaining stable. 

Allianz Risk Barometer: Identifying the major business risks for 2026

The most important corporate concerns for the year ahead, as ranked by 3,300+ risk management experts from 97 countries and territories

Economic outlook 2026-27: Stretching the limits

Global GDP growth is expected to reach +2.9% in 2026 and +2.8% in 2027, following a robust +3% in 2025. 

What to watch I December 11, 2025

France budget short of savings, Europe’s climate tools to test affordability and competitiveness and central banks week ahead

Convertible bonds: The Financial Roadster for Dynamic Markets

From niche market to the center of attention? Convertible bonds – i.e. corporate bonds with an attached equity call option – are often overlooked in asset allocation but their performance in 2025 has sprung them into the spotlight.

What to watch I December 05, 2025

Fed preview, AI bubble risks for households and a softening tone on tariffs – for now

High hopes, heavy footprint: Aviation’s quest for climate-neutral skies

Aviation remains a cornerstone of our globalized economy, shrinking distances and accelerating the movement of people and goods, thereby enabling tourism and trade. But it is also one of the hardest sectors to align with global climate-neutrality goals by 2050. 

What to watch I November 28, 2025

AI bubble o’clock, Japan’s spendy stimulus and EM central banks hit a fork in the road

Black Friday: The icing on the cake for US retail?

Months of trade uncertainty and higher tariffs haven’t stopped US shoppers from adding to their carts throughout the year. Black Friday and Cyber Monday sales are likely to hit a new record this year but the US consumption engine has been resilient throughout the tariff uncertainty.