Tomorrow – A podcast by Allianz Research Allianz Research

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 Economist Patricia Pelayo Romero, about the Allianz Global Insurance Report 2024.

SHOWNOTES:

• Read the full report "Allianz Global Insurance Report 2024 - Transformative years ahead for the insurance sector": https://t1p.de/q0ny0

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

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 report "What to expect from the European elections": https://t1p.de/rvju0

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

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 this episode, we find out more about the results from Senior Economist Françoise Huang and Head of Corporate Research Ano Kuhanathan.

SHOWNOTES:

• Read the full report "Allianz Trade Global Survey 2024: Protectionism Mithridatism": https://t1p.de/grxff

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

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 later": https://t1p.de/ea9kq

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

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.

SHOWNOTES:

• Read the full report "Global auto outlook: Steering through turbulence": https://t1p.de/o9c4s

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime Darmet and Lead Investment Strategist Jordi Basco Carrera about what a potential second Trump presidency could mean for growth, inflation, and capital markets, as well as trade, fiscal and industrial policies.

SHOWNOTES:

• Read the full report "Trumponomics - the sequel": https://t1p.de/vcfwh

• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/