Tomorrow – A podcast by Allianz Research


After the high-speed and broad-based rebound in 2023, what's the outlook for business insolvencies in 2024?

In this episode, we find out from Ano Kuhanathan, Head of Corporate Research, and Maxime Lemerle, Lead Analyst for Insolvency Research. Read the full report " Global Insolvency Outlook: Reality check":

As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond? 

In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become China's new drivers of growth. Read the full report " China: keeping the Dragon awake"

 

In the 25 years since the foundation of the Euro, the economic gap between the US and Eurozone has almost tripled. What explains this widening gap and how can Europe regain its competitive edge? We find out in this episode with Senior Economists Bjorn Griesbach and Jasmin Groeschl from Allianz Research. 

Read the full report " Europe needs to step up its game: Lessons from the American playbook"

The trade-offs between affordability and insurability are becoming more difficult to solve? But are we heading towards an uninsurable future? In this episode, we find out from Arne Holzhausen, Jasmin Groeschl and Markus Zimmer from Allianz Research. 

 Read the full report " Climate change trade-offs: what does it take to keep our world insurable?"

The global construction sector is feeling the pressure from high interest rates. In this episode with Ano Kuhanathan, Head of Corporate Research, we learn about the outlook ahead. Read the full report: Global construction outlook: Liquidity cracks.
The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging markets. In this episode, we speak to senior economist Manfred Stamer to learn more about the results of the latest Social Resilience Index. Read the full report: A bolt from the blue? Amplified social risk ahead
Promoting trade in environmental goods and low-carbon technologies can be a powerful tool to combat the climate crisis. But there can be no green trade without green shipping. In this episode, we speak to Senior Economist Jasmin Gröschl and Sector Advisor Maria Latorre about how to greening global trade, one container at a time. Read the full report: Green global trade, one container at a time
Advantages are running out and penalties looming for companies. In this episode, we speak to Maxime Lemerle, Lead Insolvency Analyst, about our latest Global Insolvency Outlook. Read the full report: Global Insolvency Outlook 2023-25: From maul to ruck? 
With a recession mostly avoided and inflation mostly circumscribed, what lies ahead for the global economy? In this episode with Ana Boata, Head of Economic Research, and Jordi Basco Carrera, Lead Investment Strategist, we find out more from the latest global economic outlook for 2023 to 2025. Read the full report: Global economic outlook 2023-25: The last hike? 
2022 was an annus horribilis for savers as asset prices fell across the board in the "everything slump" scenario. In this episode with Arne Holzhausen, Head of Wealth, Insurance and Trend Research, we find out more from the results of the latest Allianz Wealth Report. Read the full report here: Allianz Global Wealth Report 2023: The next chapter.
The future will be powered by metals but fenced in with iron curtains. In the first episode of our new season, we look at the importance of critical raw materials for the green transition, and what the creation of an Organization of Metal-Exporting Countries (i.e. an “OMEC”) could mean for the global economy. We are joined by Senior Economist Jasmin Groeschl and Ano Kuhanathan, Head of Corporate Research. Read the full report here: Critical raw materials – (Is Europe ready to go back to the future?)