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Economic Insights

Jun 18, 2026

Public vs. private equity: The widest equity return gap in two decades

Public equities have repriced the future while private equity is still monetizing the past.
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Jun 17, 2026

Southern Europe won the last decade. The next one is less obvious

Southern Europe has delivered an impressive turnaround this past decade, broader and more durable than many expected.
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Jun 16, 2026

US-Iran Deal: Markets Price Peace, Economies Still Pay for War

Markets have celebrated the end of the Strait of Hormuz conflict
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Jun 10, 2026

From kickoff to cash flow – Economic spillovers from the Football World Championship 2026

The Football World Cup 2026 will be the largest tournament in football history and a structural departure from previous editions.
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Jun 08, 2026

Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework

The Iran war marked the first major oil shock that did not trigger a broad emerging markets sell-off.
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Jun 03, 2026

Weed out the laggards: Sustainability as a credit filter

Financial fundamentals remain the primary drivers of credit risk.
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Jun 02, 2026

Matryoshka market: Nested convictions in equities

Geopolitical resolution is the master assumption.
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May 28, 2026

Allianz Global Insurance Report 2026: The future of insurance in a fragmenting world

The insurance industry is cooling from exceptional growth, not slowing into weakness.
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May 28, 2026

Too hot to grow The economic costs of extreme heat

Extreme heat is emerging as a structural economic risk, with Europe highly exposed.
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