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Publications

971 results

May 12, 2021

Allianz Global Insurance Report 2021: Bruised but not broken

Escaped with a black eye: Global insurance premiums fell by only 2.1% or EUR 80bn in 2020

May 07, 2021

Pricing superpower: Which sectors have them in the Eurozone?

By comparing the evolution of retail prices with changes in producer prices, we find that only five out of 19 sectors (textiles, household appliances, cleaning products, telephone services and restaurants) lack long-term pricing power.

May 05, 2021

Germany´s constitutional court: Reincarnation under the climate veil of ignorance

The fiscal burdens from Germany’s ambitious climate policies pile up only after 2030. In recognizing this, and labelling the 2019 climate protection law as partly unconstitutional as a result, Germany's Constitutional Court attempts to hardwire future generations’ interests into the political process.

Apr 29, 2021

European households: The double dividend of excess savings

In 2021, the glut of excess savings could generate a double dividend for the Eurozone: first, a consumption boom of EUR170bn, or 1.5% of GDP.

Apr 26, 2021

Equity markets: In search of Goldilocks' inflation

What effect do changes in inflation have on equity performance? What do we expect moving forward? Monetary and fiscal easing periods tend to be favorable for equity investors, as equity tends to generate decent returns in periods of accelerating, but still manageable, reflationary pressures.

Apr 22, 2021

Investment is back: Harder, better, faster, stronger?

In the short run, a demand catch-up and the reduction in spare capacities will drive a business investment recovery… With the progressive easing of sanitary restrictions, normalizing capacity utilization levels will push up business investment by +18.4% in the UK, +5.4% in France, +4.0% in the US and +2.5% in Germany.

971 results