Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Please note: in the event of discrepancies in calculations and figures, the most recently published value shall apply.

Sector Atlas 2026: The three-speed economy

A challenging but still holding macroeconomic backdrop. Global growth is expected to ease to +2.5% in 2026 before rebounding to +2.9% in 2027, propped up significantly by AI investment, which alone contributes roughly a third of US growth. 

Central Bank Credibility as a risk: Why the ECB leads, the BoJ lags and the Fed and BoE are scrutinized

Central bank credibility is becoming a risk rather than a background condition. At Jackson Hole, the new Fed Chairman called for a quieter central bank, breaking with two decades of managing expectations while the US Treasury is co-steering financial conditions through debt maturity and buybacks. 

Ten top-of-mind questions on the bond market rout

The bond market dominates the financial news flow since summer. Here, we answer the ten top-of-mind questions about the latest market trend.