TrendWatch: Beyond populism

Populist economic policies can boost growth and financial markets in the short term, but they also purport uncertainty and volatility. Populists’ disdain for checks and balances threatens to weaken pluralist democracies, while their predilection for facile solutions rarely results in sound policies.

Returns on private assets in selected EMU countries

In our latest report “Returns on private assets in selected EMU countries”, we investigate household savings behavior in nine European countries since 2003. In doing so, we are not only interested in the volume of savings but also in the contributions of investment income and value gains – the implicit yield on financial assets – before, during and after the crisis.

German economic forecast 2018

The German economy clearly moved up a gear in the first half of 2017. At an annual rate, real gross domestic product (GDP) growth came in at 2.7%, the strongest since the first half of 2011.

Global insurance markets - Current status and outlook up to 2027

In their latest study, Allianz SE analyzes the growth prospects of global life and p&c insurance markets. After the meager years of the financial and economic crisis, insurers can look ahead with more confidence: While insurance premiums grew worldwide by only 3.1 percent between 2008 and 2016, growth should accelerate to 5.9 percent over the next decade.

Impact of monetary policy on yields

The yields on long-term bonds no longer tie in with fundamental economic data like inflation and economic growth. The deviations can be explained by the impact of monetary policy.

Allianz Euro Monitor 2016: Waning reform momentum

Despite the healthy economic performance in 2016, the eurozone failed to make further progress in reducing macroeconomic imbalances.

On the reliability of population projections

The unexpected increase in the German population to an estimated 82.8 million as a result of the influx of refugees has sparked a debate on just how reliable population projections are.