Publications

Oct 09, 2026

France is the hardest hit in the global bond sell-off, mostly due to its own fiscal and political weakness.

Oct 08, 2026

Chinese brands will dominate the Paris auto show next week. They represent 50% of exhibitors versus just 23% in 2024, a visible sign of a deeper, structural shift already reshaping the market.

Sept 29, 2026

Global Wealth Report 2026: Allianz examines household wealth, debt and how AI is reshaping wealth. » Read the report.

Sept 28, 2026

Summer brought little of the calm markets had priced in before it began. Three tensions we had been tracking escalated through the season, surfacing as fresh flashpoints by early September.

Sept 24, 2026

The Allianz Climate Economics Report (ACE), launched at Climate Week NYC 2026, reveals that extreme weather caused €184 billion in economic losses in 2025 — down 32% from 2024 but 20% above the long-term average. Powered by ClimRad, a proprietary climate-data platform developed with Earthian AI, the report maps how climate events translate into GDP and inflation impacts across 144 economies.

Sept 17, 2026

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.