Economic Insights

Jan 11, 2024

Climate Change Trade-Offs: What does it take to keep our world insurable?

The world has long passed the point where a gradual and essentially smooth economic transition was possible to achieve the Paris goals and keep the rise in global temperature below 1.5C.

Dec 15, 2023

Global Economic Outlook 2023-25: Looking back, looking forward

Since our last quarterly economic update in September, growth momentum has been weakening but remained resilient, disinflation is ongoing and interest rates are plateauing, very much in line with our expectations.

Dec 08, 2023

What to Watch 08 December 2023

The Fed’s lessons from the past, central banks on hold next week and Switzerland opens up

Nov 30, 2023

What to Watch 30 November 2023

OPEC+’s faltering grip, Germany’s budget freeze, and pivoting central banks in emerging markets.

Nov 29, 2023

Allianz Climate Literacy Survey 2023 : Climate Fatigue

Extreme weather events have almost become the new normal around the world, emphasizing the urgency of the global climate crisis.

Nov 24, 2023

What to Watch 24 November 2023

COP28 – the decisive decade, opportunity time in CEE, and the emerging winners of the great decoupling with China.

Nov 23, 2023

Food industry: Gravy for corporates, leftovers for consumers?

Thanksgiving special: higher turkey prices? Watch out for labor shortages.

Nov 17, 2023

What to Watch 17 November 2023

Dutch elections in a time of recession, climate displacement and corporate earnings – calm before the storm?

Nov 16, 2023

Global construction outlook: Liquidity cracks

Residential construction is stumbling but still standing. Meanwhile, non-residential construction is reaching for the sky in the US while Europe lags behind.