34 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.

    034 | What does the end of low interest rates mean for markets?

    034 | What does the end of low interest rates mean for markets?

    Rising interest rates have created very volatile markets in 2022. What happens next for equities and corporate bonds? We find out in this episode with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Jordi Basco Carrera, Lead Investment Strategist.

    Read more from our reports:

    • "Fixed income is back": https://t1p.de/c861h
    • "Market Volatility and Corporate Bonds - Collateral Damage": https://t1p.de/crtpw

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

    • 16 min
    033 | What's happening to the US housing market?

    033 | What's happening to the US housing market?

    The US housing market is adjusting to the new reality of higher-for-longer interest rates. In this episode, we speak to Senior Economist Maxime Darmet to find out more about what's happening in housing and mortgage markets, and what it means for the US economy.

    SHOWNOTES:

    • Read the full report: "US housing market: The first victim of the Fed": https://t1p.de/yxz6k

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

    • 12 min
    032 | What does the end of low interest rates mean for companies?

    032 | What does the end of low interest rates mean for companies?

    Rising interest rates are a big shock for companies, but some sectors are more exposed than others. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Research, to find out what the end of zeronomics means for companies.

    SHOWNOTES:

    • Read the full report: "Double trouble? Inflation means less cash and more debt for companies": https://t1p.de/3l7gv

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

    • 12 min
    031 | What does the end of low interest rates mean for households?

    031 | What does the end of low interest rates mean for households?

    According to the latest Allianz Global Wealth Report, 2021 might have been the last year of the old "new normal", with bullish stock markets powered by monetary policy bringing handsome benefits to household wealth.

    In this episode, we speak with Arne Holzhausen, Head of Insurance Wealth and Trend Research, and Patricia Pelayo Romero, Economist covering Insurance and ESG, to find out what the end of zeronomics means for households.

    SHOWNOTES:

    • Read the Allianz Global Wealth Report 2022 here: https://t1p.de/47cfy

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

    • 15 min
    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

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