15 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.

    015 | Will global business insolvencies return in 2022?

    015 | Will global business insolvencies return in 2022?

    The withdrawal of state support measures for companies sets the stage for a gradual normalization of business insolvencies, but some countries could see a resurgence faster than others.

    In this episode, we find out what will shape the path ahead for business insolvencies with Maxime Lemerle, Head of Sector and Insolvency Research at Allianz Research.

    SHOWNOTES:

    • Read the full report "Global Insolvencies: We'll be back": https://t1p.de/tbht

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

    • 9 min
    014 | Can the next government future-proof Germany's economy?

    014 | Can the next government future-proof Germany's economy?

    "Business as usual” won't be enough: Germany urgently needs an update to master the upcoming digital, green and demographic transitions.

    In this episode, Senior Economist Katharina Utermöhl explains in detail what's at stake, and why the the three-party coalition likely after last month's elections could result in more policy evolution than revolution.

    SHOWNOTES:

    • Read the full report "How to future-proof the German Wirtschaftswunder": https://t1p.de/phix

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

    • 14 min
    013 | Delta, China, inflation and tapering: what matters, and what does not?

    013 | Delta, China, inflation and tapering: what matters, and what does not?

    With the spread of the Delta variant, growth momentum softened over the summer and uncertainty remains high. What is the outlook for 2021 and 2022, and what other risks lie ahead? We find out in this episode with Ludovic Subran, Chief Economist of Allianz Research.

    SHOWNOTES:

    • Read the full report "Global economy: A cautious back-to-school": https://t1p.de/e8o6

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

    • 13 min
    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

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