
51 episodes

Tomorrow – A podcast by Allianz Research Allianz Research
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- 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.
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051 | A bolt from the blue? Amplified social risk ahead
The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging markets. In this episode, we speak to senior economist Manfred Stamer to learn more about the results of the latest Social Resilience Index. Read the full report: A bolt from the blue? Amplified social risk ahead. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
A bolt from the blue? Amplified social risk ahead:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_26-Social-Resilience.html -
050 | Greening global trade, one container at a time
Promoting trade in environmental goods and low-carbon technologies can be a powerful tool to combat the climate crisis. But there can be no green trade without green shipping. In this episode, we speak to Senior Economist Jasmin Groshl and Sector Advisor Maria Latorre about how to greening global trade, one container at a time. Read the full report: Green global trade, one container at a time. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
049 | Global Insolvency Outlook 2023-25: From maul to ruck?
Advantages are running out and penalties looming for companies. In this episode, we speak to Maxime Lemerle, Lead Insolvency Analyst, about our latest Global Insolvency Outlook. Read the full report: Global Insolvency Outlook 2023-25: From maul to ruck? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global Insolvency Outlook 2023-25: From maul to ruck?:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_18-Global-Insolvency-Report.html
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
048 | Global economic outlook 2023-25: The last hike?
With a recession mostly avoided and inflation mostly circumscribed, what lies ahead for the global economy? In this episode with Ana Boata, Head of Economic Research, and Jordi Basco Carrera, Lead Investment Strategist, we find out more from the latest global economic outlook for 2023 to 2025. Read the full report: Global economic outlook 2023-25: The last hike? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global Economic Outlook 2023-2025:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_04-Global-Economic-Outlook.html
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
047 | Allianz Global Wealth Report 2023: The next chapter
2022 was an annus horribilis for savers as asset prices fell across the board in the "everything slump" scenario. In this episode with Arne Holzhausen, Head of Wealth, Insurance and Trend Research, we find out more from the results of the latest Allianz Wealth Report. Read the full report here: Allianz Global Wealth Report 2023: The next chapter.You can also [subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Allianz Global Wealth Report 2023:
The next chapter:
https://www.allianz.com/en/economic_research/publications/allianz-global-wealth-report-2023.html -
046 | From OPEC to OMEC?
The future will be powered by metals but fenced in with iron curtains. In the first episode of our new season, we look the importance of critical raw materials for the green transition, and what the creation of an Organization of Metal-Exporting Countries (i.e. an “OMEC”) could mean for the global economy. We are joined by Senior Economist Jasmin Groeschl and Ano Kuhanathan, Head of Corporate Research. Read the full report here: Critical raw materials – Is Europe ready to go back to the future? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
follow the newsletter here:
https://ludovicsubran.substack.com/
Here is the article on the subject:
https://www.allianz.com/en/economic_research/publications/specials_fmo/critical-raw-materials.html