Economic Insights

Sep 30, 2024

Economic outlook 2024-26: The great balancing act

Steady (not stellar) global growth ahead at +2.8% until 2026, in line with the long-term average.

Sep 27, 2024

What to Watch 27 September 2024

The PBOC’s super package, country and sector risk updates, the durable goods rollercoaster and the great loosening cycle for central banks around the world.

Sep 24, 2024

Allianz Global Wealth Report 2024

Against the backdrop of resilient economies and booming markets despite monetary tightening, global financial assets of private households recorded strong growth in 2023.

Sep 20, 2024

What to Watch 20 September 2024

Increased retirement age in China, the green angle to the US elections and the economic impacts of German border controls

Sep 19, 2024

Fostering age inclusion at work to make companies demography-proof

The EU’s domestic working-age population is set to decline.

Sep 12, 2024

What to Watch 12 September 2024

And the Fed pivoted, BoE on pause, Poland’s fiscal risks and what happens once the US yield curve disinverts.

Sep 10, 2024

Long-run capital market returns in times of climate change

The materialization of physical climate risks is driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth.

Sep 06, 2024

What to Watch 06 September 2024

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices

Sep 04, 2024

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more.