The Sequel

After a successful first year of long-awaited reforms, French corporates remain indebted and households lack purchasing power. The Government just published their 2019 budget proposal and economic policy objectives are clear.

Allianz Global Wealth Report 2018

Financial assets of households rose by a significant 7.7% to EUR 168 trillion in 2017, supported by synchronized economic recovery and strong financial markets according to the ninth edition of the ‘Allianz Global Wealth Report’. However, first data for 2018 suggests a much reduced growth. The report puts the asset and debt situation of households in more than 50 countries under the microscope.

Global Automotive Report

The automotive market is set to grow by +3.0% in 2018 compared to +3.1% in 2017 and to slow down to +1.9% in 2019, with new vehicle registrations expected to exceed 100mn units in 2019, worldwide.

Without crying wolf - mind them

At a global level, companies’ leverage decreased by -3.2pp in 2017 to 53%. Paper, transportation and textile are the riskiest sectors due to structural changes.

Financing on the A-List

Africa’s attractiveness is strong since the continent’s growth is driven by capital intensive needs, particularly infrastructure. Therefore financing (both levels and sources) is among the key questions that need to be answered in order to properly channel funds to the right projects. The continent can make it work through a mix of formal solutions (FDI, fiscal resources) and innovative ones (mobile banking).

Growing out of sync

The global economy is expected to continue to grow at a healthy pace
in 2018 and 2019 albeit mirroring more diversity in an asymmetric reaction
to a series of shocks on energy prices, political uncertainty and interest
rates

Global Economic Outlook Q2 2018

Economic Research presents its Q2 2018 Global Economic Outlook and regional updates (North America, Latin America, Asia, Africa, Eastern and Western Europe)

The World Economy: The hot season

The View June 2018

Our monthly publication aggregats featured stories and regional updates, meant to cover angled regional topics and cast a new light on the latest economic news ​

Forecast Accuracy Award 2017 goes to the Allianz Economic Research Team

The Allianz Group Economic Research Team with its head Michael Heise won the Concensus Economics Forecast Accuracy Award for its 2017 forecast for the eurozone.