Tomorrow – A podcast by Allianz Research

Dec 01 2024 67 ep. 13 mins 10

Tomorrow – A podcast by Allianz Research artwork

Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be talking about our latest analyses of economic and capital market developments, as well as our views on trends affecting risk management.

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067 | From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges

Dec 01 2024 10 mins

The pricing power party is over for retailers. While retail sales are still strong in the US and recovering in Europe, retailers are struggling to preserve profitability. In this episode, we find out why with Head of Corporate Research Ano Kuhanathan. SHOWNOTES: • Read the full report "From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges".

066 | The geoeconomic playbook of global trade

Nov 20 2024 16 mins

What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Economist Françoise Huang about how a renewed trade war could affect global supply chains and pave the way for new trade champions. SHOWNOTES: • Read the full report "The geoeconomic playbook of global trade": https://t1p.de/1mnrl. • You c

065 | Long-run capital market returns in times of climate change

Oct 27 2024 10 mins

Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors? We find out in this episode with Lead Investment Strategist Jordi Basco Carrera and Senior Investment Strategist Bjoern Griesbach. SHOWNOTES: • Read the full report "L

064 | Allianz Global Wealth Report 2024 : Surprising relief

Oct 13 2024 10 mins

Despite monetary tightening, the global financial assets of private households recorded strong growth in 2023. But there is an Atlantic divide, and a generation gap. We find out more in this episode with Arne Holzhausen, Head of Wealth, Insurance and ESG Research, and Economist Kathrin Stoffel. SHOWNOTES: • Read the full report "Allianz Global Wealth Report 2024: Surprising re

063 | Fostering age inclusion at work to make companies demography-proof

Sep 29 2024 17 mins

With the workforce population set to decline and workers getting older, how can we make companies demography-proof? We find out in this episode with Arne Holzhausen, Head of Insurance, Wealth and ESG Research, and Senior Economist Michaela Grimm. SHOWNOTES: • Read the full report "Fostering age inclusion at work to make companies demography-proof": https://t1p.de/v6cku • You

062 | Transformative years ahead for the insurance sector

Jun 23 2024 13 mins

Transformative years lie ahead for the global insurance industry. In 2023, it grew by an estimated +7.5% in 2023, the fastest pace since 2006. But the world is changing rapidly and risks are rising. In this context, the limits of insurability are increasingly coming into focus. In this episode, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trends Research, and Senior

061 | What to expect from the European elections

Jun 10 2024 21 mins

Between 06 and 09 June, more than 400 million European citizens across the 27 EU member states voted to elect the 720 members of the European Parliament. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Senior Economist Jasmin Groeschl, about what is at stake, and what to expect during the next mandate. SHOWNOTES: • Read the full repo

060 | Allianz Trade Global Survey 2024: Protectionism Mithridatism

May 20 2024 15 mins

For the third edition of the Allianz Trade Global Survey, we asked over 3,000 companies in China, France, Germany, Italy, Poland, Spain, the UK and the US about their outlook for global trade in the year ahead. We found that exporters are more optimistic in 2024 but also more worried about geopolitical risks, shortages of inputs & labor and financing & non-payment risks. In thi

059 | The cost of pay me later

May 06 2024 11 mins

Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. In this episode, we speak to Ana Boata, Head of Economic Research at Allianz Trade, and Maxime Lemerle, Lead Analyst for Insolvency Research to find out why it is taking companies longer to get paid. SHOWNOTES: • Read the full report "The cost of pay me lat

058 | Global auto outlook: Steering through turbulence

Apr 21 2024 16 mins

The global auto industry is going through a significant transformation towards electric vehicles but the path ahead will be turbulent, shaped by geopolitical tensions, slowing demand and regulatory uncertainties. In this episode, we speak to sector advisors Yao Lu and Maria Latorre to find out why Chinese carmakers are racing ahead, while European ones are lagging behind. SHOWN