The withdrawal of state support measures for companies sets the stage for a gradual normalization of business insolvencies, but some countries could see a resurgence faster than others.
"Business as usual” won't be enough: Germany urgently needs an update to master the upcoming digital, green and demographic transitions.
Since the start of the Covid-19 crisis, the cost of global trade has surged as lockdowns and other restrictions disrupted shipping and pushed up input prices. How long could these pressures last, and which countries and sectors could be hit the hardest?
In this episode, Françoise Huang, Senior Economist for Asia-Pacific and Trade at Allianz Research, explains what to expect for global trade for the rest of 2021 and 2022.
As Covid-19 restrictions ease, business investment in the Eurozone will rebound in the short run. But it could take up to four years to return to long-term growth trends.
In this episode, Senior Economist Selin Ozyurt explains the outlook for the business investment recovery in the Eurozone.
For the EU, US and China, the economic recovery after Covid-19 offers an unprecedented opportunity to accelerate in the race to dominate energy transition industries. But as Markus Zimmer, Senior ESG expert explains in this episode, innovation will be the key factor deciding who actually wins.
In this era of Quantitative Easing, there’s a pervasive belief in capital markets that it’s the quantity of money put into the economy by central banks that matters the most. But what's overlooked is the velocity of money.
In this episode, Head of Capital Markets Research Eric Barthalon explains what this concept is, and why it matters.
In recent months, a global shortage of semiconductors has highlighted how dependent several industries have become on this single component, prompting both China and Europe to announce ambitious plans to achieve semiconductor autonomy.
In this episode, Senior Sector Advisor Aurélien Duthoit explains why this may not be the most effective strategy.
Over a year into the Covid-19 pandemic, the global economy is finally seeing some light at the end of the tunnel, making it the right time to check the pulse in Germany, France and Italy.
In this episode, we discover the results of the Allianz Pulse 2021 with Head of Wealth and Insurance Research Arne Holzhausen.
After several waves of infections, and repeated lockdowns, the rapid pace of vaccination in many advanced economies has set the stage for a grand reopening. But the recovery won't be even around the world.
In this episode, Allianz Chief Economist Ludovic Subran explains the outlook for 2021 and beyond.
With the US economy set for a a booming recovery after the Covid-19 crisis, there's a chance the Federal Reserve could start reining in its ultra-loose monetary policy sooner than expected.
This would have serious consequences for Emerging Markets. In this episode, we find out which ones could be most at risk of a taper tantrum with Ludovic Subran, Chief Economist at Allianz.