Economic Insights

Jun 02, 2023

Sector vulnerability to rising financing costs

Five sectors stand out as the most exposed to financing stress: transportation, construction, hospitality, commodities and automotive.

Jun 01, 2023

Allianz Trade Global Survey 2023: Testing resilience

Roughly 70% of the nearly 3,000 companies we surveyed expect business turnover generated through exports to increase in 2023, against close to 80% in the 2022 edition.

May 25, 2023

European commercial real estate – selectivity matters!

The commercial real estate sector is getting squeezed by tightening financing conditions but prime assets have remained resilient.

May 25, 2023

Earnings recession to catch up with corporates

All that glitters is not gold in the Q1 earnings season, with US earnings already in recession.

May 17, 2023

G7 summit in Japan could trigger new protectionism phase

As the G7 gathers in Japan this weekend, the US is pushing its allies to adopt a coordinated set of restrictions on outbound investment to China.

May 17, 2023

Allianz Global Insurance Report 2023 - Anchor in turbulent times

Despite higher inflation – or perhaps precisely because of it – premiums are set to increase by +5.2% p.a. over the next decade, adding EUR4,190bn to the global premium pool.