May 29, 2024

Allianz Pulse 2024: What unites and separates the demos of Europe

Ahead of the decisive elections on 6-9 June, the 6th edition of our Allianz Pulse survey finds huge divisions in views of the EU.
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May 24, 2024

What to Watch 24 May 2024

US commercial real estate and the Fed, oil price roller coaster and corporate optimism returns after Q1 earnings
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May 23, 2024

Allianz Global Insurance Report 2024: Transformative years ahead for the insurance sector

According to the Allianz Global Insurance report, the global insurance industry grew by an estimated 7.5% in 2023, clocking the fastest growth since 2006, the year before the GFC.
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Allianz Research What to Watch 16 May 2024

May 16, 2024

What to watch 16 May 2024

US-China tariffs dilemma for Europe, one culprit for sticky US inflation and Central European central banks take a break
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May 14, 2024

Allianz Trade Global Survey 2024 : Protectionism Mithridatism

Mithridatism: After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks, shortages of inputs and labor and financing and non-payment risks.
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May 03, 2024

What to Watch 03 May 2024

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations.
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Apr 30, 2024

Ashes to ashes, carbon to soil

A cost-benefit analysis of abatement measures to increase soil carbon-sequestration capacity
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Apr 26, 2024

What to Watch 26 April 2024

Higher for longer reloaded in the US, EM financial markets feeling the pinch and the link between inflation and elections
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Apr 21, 2024

Global outlook for private debt & private equity: private(r) for longer?

High inflation and escalating interest rates have tempered enthusiasm in private markets.
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