Tomorrow – A podcast by Allianz Research

Allianz Research
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Tomorrow – A podcast by Allianz Research

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.

  1. 2 DAYS AGO

    068 | The weight is over: How GLP-1 treatments are reshaping pharma and beyond

    Weight-loss drugs have become a golden formula for pharma growth. In this episode we speak to Sector Advisor Maria Latorre and Senior Economist Michaela Grimm about how GLP-1 treatments like Ozempic and Wegovy are reshaping the industry, and the risks that lie ahead. SHOWNOTES: • Read the full report "The weight is over: How GLP-1 treatments are reshaping pharma and beyond": https://t1p.de/cmjmm. • You can also subscribe to our newsletter to stay up to date with all our latest publications: https://ludovicsubran.substack.com/.

    11 min

  2. DEC 2

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

    Tomorrow – A podcast by Allianz Research

    11 min

  3. NOV 20

    066 | The geoeconomic playbook of global trade

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

    17 min

  4. OCT 28

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

    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 "Long-run capital market returns in times of climate change": https://t1p.de/fw6nt. • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.

    11 min

  5. OCT 14

    064 | Allianz Global Wealth Report 2024 : Surprising relief

    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 relief": https://t1p.de/rzn6t. • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.

    10 min

  6. SEP 30

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

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

    17 min

  7. JUN 24

    062 | Transformative years ahead for the insurance sector

    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/

    14 min

  8. JUN 10

    061 | What to expect from the European elections

    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/

    21 min
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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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