Economic Insights

The African continent is showing much greater resilience than expected, given the set of macro-financial conditions.

A trough in global economic activity is expected at the turn of the year followed by below-trend growth in 2024-25.

The Global Wealth Report 2023 puts the asset and debt situation of households in almost 60 countries under the microscope.

The ClimateTech industry is set to grow threefold, reaching a market size of USD650bn by 2030.

What to watch: Italy’s housing market, Belgium’s wage-indexation, leaks in European sanctions and emerging market fixed income momentum.

What to watch: Fed’s huge financial losses, Bank of England meeting, Allianz Pulse

Taking the pulse of 18 global sectors across the world

While activity and capital markets have probably bottomed out, we expect sluggish growth ahead on the back of long-lasting structural adjustments. We cut our GDP growth forecast to +5.3% in 2023 What to watch: Peak in ECB key rates, uptick in energy prices in Q4 and companies feeling the pinch from waning demand and still-high WCR

In this report, we look at three options: private assets, sector and geographical diversification.