Allianz Research

Allianz Global Wealth Report 2023:
The next chapter

2022 was a turning point, both politically and economically. Whether it also marked a turning point for financial assets will certainly only become clear in retrospect. 
Please note: in the event of discrepancies in calculations and figures, the most recently published value shall apply.

Allianz Green Transition Tracker 2026

The gap between net-zero ambitions and reality is narrowing but remains substantial ahead of COP31: While most countries have moved closer to their benchmarks, the world as a whole will not reach carbon neutrality until 2064.

Democratic sweep: What changes for the US economy and financial markets?

The Democrats achieved a full sweep of Congress and won a majority of governorships in the midterm elections. Results are not definitive at this stage, but the Democrats have secured a decisive majority in both the House and the Senate. 

Buying time: Can the Fed & US Treasury provide policy backstops in a fragmenting dollar system

Global financial stability is shifting from foreign private capital toward US public-sector backstops, as declining foreign demand for Treasuries and growing market fragmentation increase volatility, weaken the dollar and elevate the role of domestic bonds and gold.