Economic Insights

Jun 27, 2023

Toasted, roasted and grilled? Walking the talk on green monetary policy

The ECB’s “climate talk” has helped increase the greenium, creating more favorable financing conditions for ESG issuers during a time of rising interest rates.

Jun 20, 2023

Climbing the wall of worries - Summer Economic Outlook

Some larger economies slipped into recession earlier this year amid a difficult global economic outlook, with GDP growth averaging at only +2.5% and +2.3% in 2023-24, respectively.

Jun 16, 2023

Automotive industry unplugged?

New car registrations in Europe are accelerating but remain in the slow lane as the market consolidates.

Jun 14, 2023

Biodiversity loss part II: portfolio impacts and A quantitative case study on pollination abatement measures

Costs for measures in Germany, for example, range from USD45mn for computer-assisted decision-support systems to over USD3.5bn for nematode application.

Jun 09, 2023

Past the peak – European corporate margins down again?

Eurozone corporate profit margins reached 40.8% of groww value-added at end-2022, but the devil is in the details.

Jun 07, 2023

The right to work versus the right to retire

Only 51% of the population aged between 60 to 64 is still active in the Eurozone.

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

Earnings recession to catch up with corporates

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