Diabetes and Covid-19: A silent EUR45bn problem

While the world is struggling to fight the Covid-19 pandemic, the number of people suffering from diabetes has kept increasing rather unnoticed. A further rise in the prevalence of diabetes could add 25mn people suffering from diabetes worldwide, causing a staggering EUR45bn of direct health costs per year.

The EU utility transformation: Powered by solar and wind

The utilities sector is a key focus area if climate neutrality is to be reached by 2050: electricity demand is increasing and will reach record highs, driven by transportation and industries where the electrification rate is projected to rise from 30% to 60% by 2030.

Wrapping up? How paper and board are back on track

Global paper output is expected at 416mn tons in 2022, still 4mn tons short of its 2018 level. The global paper sector withstood the slump of 2020 a little better mainly due to the increase in demand from e-commerce 

Transport in a zero carbon EU: Pathways and opportunities

The transportation sector, including domestic transport, international shipping and aviation, accounts for almost 30% of the EU’s annual carbon emissions. 

United Kingdom: Trapped by policy choices

The Bank of England seems caught between a rock and a hard place as the UK faces both elevated inflation — likely to last until Q4 2022 — and upcoming fiscal consolidation. However, by not acting, it risks creating even more inflation.

The big squeeze: Supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

Allianz Climate Literacy Survey: Time to leave climate neverland

The “Allianz Climate Literacy Survey”, checked the knowledge regarding climate and climate policies in Germany, France, Italy, Great Britain and the US. For this, a representative sample of 1000 people in each country was surveyed at the beginning of October 2021.

IPOs: Turbocharged by private equity

Initial Public Offering (IPO) volumes are set to hit a new record in 2021, offering investors higher return potential than traded equity, albeit with higher risk. But investing in the right IPO depends on more than just geographical location and sector. 

Energy prices & inflation

Could surging energy prices raise inflation expectations and spark a self-fulfilling upward price spiral? Futures markets suggest the risk is limited — for now. Sharply rising energy prices have accelerated headline inflation. After oil, gas and coal prices more than doubled in less than a year, spurred by strong supply-demand imbalances and weather-related factors