Tomorrow – A podcast by Allianz Research

Allianz Research
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. 22H AGO

    Germany - quo vadis?

    The Tomorrow podcast is back! But we're experimenting with a new host this year - meet our AI assistant Aria, she'll be bringing you a snackable summary of our reports. Today we're talking about Germany. Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence advancements have reshaped global economies. Poised at the crossroads of these transformations, Germany faces challenges distinct from its earlier struggles as the “sick man of Europe”, raising doubts about its economic model. In this episode, Aria explains the 10 steps Germany needs to take to build a bold, future-oriented economic model. This content was generated by AI with the oversight of Allianz Research

    4 min

  2. 12/16/2024

    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

  3. 12/02/2024

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

    Tomorrow – A podcast by Allianz Research

    11 min

  4. 11/20/2024

    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

  5. 10/28/2024

    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

  6. 10/14/2024

    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

  7. 09/30/2024

    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

  8. 06/24/2024

    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
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About

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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