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Our latest reports
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08 July
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Yellow card only: As the Middle East conflict de-escalates, we expect only a temporary slowdown in global growth in 2026 to +2.5%, followed by a rebound to +2.9% in 2027, broadly in line with our previous baseline outlook.
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02 July
Credit risk relocated, not removed: Newton’s cradle transmitting risk across BBB, HY, and private credit
US credit looks calm on the surface – spreads tight, headline growth cheerful – but the risk has simply migrated.
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01 July
Low earth, high stakes: The LEO satellite race between AI demand and geopolitical fragmentation
SpaceX’s record-breaking IPO puts a public price on a conviction private investors already hold: space is a durable investment vertical, not a passing cycle.
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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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