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Our latest reports
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17 September
How the AI supercycle is reshaping global interest rates
The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths
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16 September
Chokepoints and pressure points : what is breaking and reshaping global energy markets
The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027
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10 September
The (A)Iceberg Beneath: Recognized Calm, Rising Spreads Below the Waterline
Equity captures the upside of the AI build-out, while credit absorbs the loss if it fails.
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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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