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Our latest reports
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23 March
Signal without response: Why the EU ETS needs resolve, not redesign
The EU Emissions Trading System (ETS) is at a political and structural inflection point, with allowance prices falling sharply by around -24% in the first two months of 2026.
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17 March
Not all Emerging Markets are equal: Hormuz, triple deficits, and the new energy risk premium
Less than 2 months’ disruption of the Strait of Hormuz could push average EM inflation higher by +0.8-1.0p with limited recessionary effects – apart from GCC countries.
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16 March
Warsh's double dilemma: when the Middle East rewrites the Fed's playbook
The energy price shock will delay the Fed’s single rate cut in 2026.
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Collection complexity reports
We analyze risk across economic sectors to provide you with valuable insights and inform your decisions.
The Allianz Trade Collection Complexity Score provides a simple assessment of how easy it is to collect debt around the world. The 2026 edition covers 52 economies countries that represent 90% of both global GDP and global trade.
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