12 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.

    012 | How has Covid-19 disrupted global trade?

    012 | How has Covid-19 disrupted global trade?

    Since the start of the Covid-19 crisis, the cost of global trade has surged as lockdowns and other restrictions disrupted shipping and pushed up input prices. How long could these pressures last, and which countries and sectors could be hit the hardest?

    In this episode, Françoise Huang, Senior Economist for Asia-Pacific and Trade at Allianz Research, explains what to expect for global trade for the rest of 2021 and 2022.

    • Read more in our report: Global trade: Ship me if you can! To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn.

    SHOWNOTES:

    • Read the full report "Global Trade - ship me if you can!": https://t1p.de/dwjr

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

    • 14 min
    011 | How long will it take business investment to recover after Covid-19?

    011 | How long will it take business investment to recover after Covid-19?

    As Covid-19 restrictions ease, business investment in the Eurozone will rebound in the short run. But it could take up to four years to return to long-term growth trends.

    In this episode, Senior Economist Selin Ozyurt explains the outlook for the business investment recovery in the Eurozone.

    SHOWNOTES:

    • Read the full report "Investment is back: Harder, better, faster, stronger?": https://t1p.de/reec

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

    • 9 min
    010 | What does Covid-19 mean for the race to green tech dominance?

    010 | What does Covid-19 mean for the race to green tech dominance?

    For the EU, US and China, the economic recovery after Covid-19 offers an unprecedented opportunity to accelerate in the race to dominate energy transition industries. But as Markus Zimmer, Senior ESG expert explains in this episode, innovation will be the key factor deciding who actually wins.

    SHOWNOTES:

    • Read the full report "The hot race for green tech dominance to cool the global climate": https://t1p.de/5lul

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

    • 11 min
    009 | Why does the velocity of money matter?

    009 | Why does the velocity of money matter?

    In this era of Quantitative Easing, there’s a pervasive belief in capital markets that it’s the quantity of money put into the economy by central banks that matters the most. But what's overlooked is the velocity of money.

    In this episode, Head of Capital Markets Research Eric Barthalon explains what this concept is, and why it matters.

    SHOWNOTES:

    • Read the full report "The flaw in the liquidity paradigm: lessons from China": https://t1p.de/yvmi

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

    • 12 min
    008 | Is semiconductor autonomy on the cards for China and the Eurozone?

    008 | Is semiconductor autonomy on the cards for China and the Eurozone?

    In recent months, a global shortage of semiconductors has highlighted how dependent several industries have become on this single component, prompting both China and Europe to announce ambitious plans to achieve semiconductor autonomy.

    In this episode, Senior Sector Advisor Aurélien Duthoit explains why this may not be the most effective strategy.

    SHOWNOTES:

    • Read the full report "China: Riding the silicon ox": https://t1p.de/hf4z

    • Read the full report "Semiconductors realpolitik: A reality check for Europe": https://t1p.de/vpxl

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

    • 13 min
    007 | What do Europeans expect for their economies?

    007 | What do Europeans expect for their economies?

    Over a year into the Covid-19 pandemic, the global economy is finally seeing some light at the end of the tunnel, making it the right time to check the pulse in Germany, France and Italy.

    In this episode, we discover the results of the Allianz Pulse 2021 with Head of Wealth and Insurance Research Arne Holzhausen.

    SHOWNOTES:

    • Read the full report "Allianz Pulse 2021 - old beliefs die hard": https://t1p.de/4qyn

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

    • 11 min

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