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Economic Insights

Wealth share of the middle class

Feb 17, 2022

Is the wealth middle class shrinking?

Only three countries have seen the wealth share of the middle class improve since the 2008 financial crisis.
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Feb 15, 2022

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.
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Agriculture and forestry in Europe

Feb 10, 2022

Carbon farming: a transition path for agriculture & forestry

To reduce emissions and comply with the 1.5°C goal, an investment gap of EUR8.3bn needs to be filled in the agriculture and forestry sectors.
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Feb 09, 2022

China: putting the tiger on a stronger footing in 2022

The flailing domestic legs should be supported by further policy rate cuts, public investment in infrastructure and temporarily laxer regulation.
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5G smartphones in Europe and North America

Feb 03, 2022

Can 5G reignite the smartphone industry?

By 2025, longer replacement cycles in North America and Europe could result in a -11% decline in local shipments, wiping out USD16bn of sales yearly.
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ECB February meeting

Feb 02, 2022

European Central Bank: Last dove standing?

Despite large inflation upside surprises since the last policy meeting, we think the ECB will maintain its monetary policy stance—for now.
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latin-america-pension-report

Jan 28, 2022

Allianz Pension Report LatAm special 2022

The Covid-19 crisis will cast a long shadow over Latin America in the decades to come as demographic change is here to stay.
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US Fed a fata morgana hiking cycle

Jan 25, 2022

US Fed: A fata morgana hiking cycle?

The main market risk might not come from the Fed falling behind the curve, but from investors being positioned too far ahead of the curve.
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mental-health-covid19

Jan 20, 2022

Mental health: Raising awareness and calling to action

As a mental health crisis of even bigger dimension looms, a concerted two-pronged public-private approach is needed to alleviate the social and economic impact.
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