30 episodes

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.

Tomorrow – A podcast by Allianz Research Allianz Research

    • Business

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.

    030 | The end of 'zeronomics'

    030 | The end of 'zeronomics'

    This month, both the US Federal Reserve and the European Central Bank raised interest rates by 75 basis points, the latest in a series of moves to combat surging inflation. This has brought an end to a long era of interest rates being at nearly zero, or even negative, in advanced economies.

    In the first episode of this special new season of Tomorrow, Allianz Chief Economist Ludovic Subran tells us more about the end of 'zeronomics' and what is at stake for the global economy.

    SHOWNOTES:

    • Find out more about inflation, and what central banks will do next, in our latest global economic outlook: "Lights out! Energy crisis, policy mistakes and uncertainty": https://t1p.de/k0p2m

    • You can also subscribe to the Ludonomics newsletter on LinkedIn to stay up to date with all our latest research: https://t1p.de/1ake

    • 21 min
    029 | Could the war in Ukraine spark a global food crisis?

    029 | Could the war in Ukraine spark a global food crisis?

    Global food prices have surged by 56% as the war in Ukraine disrupts supplies of wheat, corn and sunflower oil. This could put millions of people at risk of food insecurity, amplifying the risk of social unrest in several emerging markets.

    We find out more in this episode with Patricia Pelayo Romero, Expert in insurance and Senior Sector Advisor Aurélien Duthoit.

    SHOWNOTES:

    • Read the full reports: "European food inflation - and the loser is the consumer": https://t1p.de/4yp35 and "Eleven countries at high risk of a food crisis": https://t1p.de/jfj9y

    • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

    • 12 min
    028 | What does the war in Ukraine mean for global business insolvencies?

    028 | What does the war in Ukraine mean for global business insolvencies?

    With the war in Ukraine and lockdowns in China extending supply-chain disruptions and pushing up input costs, the balance of risks has significantly deteriorated for companies.

    In this episode we find out what this global context will mean for global business insolvencies with Ana Boata, Head of Economic Research at Allianz Trade, and Maxime Lemerle, Lead Analyst for Insolvency Research.

    SHOWNOTES:

    • Read the full report "Global Insolvency Report: Growing risks and uneven state support": https://t1p.de/2trb9

    • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

    • 13 min
    027 | How will the war in Ukraine affect the global risk landscape?

    027 | How will the war in Ukraine affect the global risk landscape?

    2022 was expected to be another bumper year for the insurance industry, but the invasion of Ukraine has dashed those hopes. According to the Allianz Global Insurance Report 2022, premium income is likely to grow by roughly 1pp slower than originally assumed as the war takes its toll on economic activity and confidence, even as inflation supports the top line.

    Looking beyond 2022, the war will have far-reaching consequences on the global risk landscape. To find out more, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trend Research, and Patricia Pelayo Romero, Expert in Insurance and ESG.

    SHOWNOTES:

    • Read the full report "Allianz Global Insurance Report 2022: A decisive decade": https://t1p.de/86ajz

    • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

    • 10 min
    026 | How will exporters adapt to troubled trade in 2022?

    026 | How will exporters adapt to troubled trade in 2022?

    In our Allianz Trade Global Survey 2022, we decided to check the pulse of exporters in the US, China, the UK, France, Italy and Germany. Two surveys were carried out – one before the start of the invasion of Ukraine and one after, involving nearly 3,000 corporates.

    In this episode, we dive into the results with Ano Kuhanathan, Head of Corporate Research, and Françoise Huang, Senior Economist for APAC and Trade, at Allianz Trade.

    SHOWNOTES:

    • Read the full report "Allianz Trade Global Survey 2022": https://t1p.de/prnu

    • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

    • 17 min
    025 | Will inflation reverse the 'great resignation' in the US?

    025 | Will inflation reverse the 'great resignation' in the US?

    The US economy is less directly exposed to the economic consequences of the invasion of Ukraine compared to Europe. But surging energy prices are driving inflation even higher, which could accelerate the reversal of the "great resignation" in the job market. In this episode, we find out how with Patricia Pelayo Romero, Insurance and ESG Expert at Allianz SE.

    SHOWNOTES:

    • Read the full report "The (energy) price of war: when inflation bites US savings": https://t1p.de/pndv

    • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

    • 10 min

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