Tomorrow – A podcast by Allianz Research

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Tomorrow – A podcast by Allianz Research

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.

  1. 20小时前

    066 | The geoeconomic playbook of global trade

    What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Economist Françoise Huang about how a renewed trade war could affect global supply chains and pave the way for new trade champions. SHOWNOTES: • Read the full report "The geoeconomic playbook of global trade": https://t1p.de/1mnrl. • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.

    17 分钟

  2. 10月28日

    065 | Long-run capital market returns in times of climate change

    Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors? We find out in this episode with Lead Investment Strategist Jordi Basco Carrera and Senior Investment Strategist Bjoern Griesbach. SHOWNOTES: • Read the full report "Long-run capital market returns in times of climate change": https://t1p.de/fw6nt. • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.

    11 分钟

  3. 10月14日

    064 | Allianz Global Wealth Report 2024 : Surprising relief

    Despite monetary tightening, the global financial assets of private households recorded strong growth in 2023. But there is an Atlantic divide, and a generation gap. We find out more in this episode with Arne Holzhausen, Head of Wealth, Insurance and ESG Research, and Economist Kathrin Stoffel. SHOWNOTES: • Read the full report "Allianz Global Wealth Report 2024: Surprising relief": https://t1p.de/rzn6t. • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.

    10 分钟

  4. 9月30日

    063 | Fostering age inclusion at work to make companies demography-proof

    With the workforce population set to decline and workers getting older, how can we make companies demography-proof? We find out in this episode with Arne Holzhausen, Head of Insurance, Wealth and ESG Research, and Senior Economist Michaela Grimm. SHOWNOTES: • Read the full report "Fostering age inclusion at work to make companies demography-proof": https://t1p.de/v6cku • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

    17 分钟

  5. 6月24日

    062 | Transformative years ahead for the insurance sector

    Transformative years lie ahead for the global insurance industry. In 2023, it grew by an estimated +7.5% in 2023, the fastest pace since 2006. But the world is changing rapidly and risks are rising. In this context, the limits of insurability are increasingly coming into focus. In this episode, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trends Research, and Senior Economist Patricia Pelayo Romero, about the Allianz Global Insurance Report 2024. SHOWNOTES: • Read the full report "Allianz Global Insurance Report 2024 - Transformative years ahead for the insurance sector": https://t1p.de/q0ny0 • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

    14 分钟

  6. 6月10日

    061 | What to expect from the European elections

    Between 06 and 09 June, more than 400 million European citizens across the 27 EU member states voted to elect the 720 members of the European Parliament. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Senior Economist Jasmin Groeschl, about what is at stake, and what to expect during the next mandate. SHOWNOTES: • Read the full report "What to expect from the European elections": https://t1p.de/rvju0 • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

    21 分钟

  7. 5月21日

    060 | Allianz Trade Global Survey 2024: Protectionism Mithridatism

    For the third edition of the Allianz Trade Global Survey, we asked over 3,000 companies in China, France, Germany, Italy, Poland, Spain, the UK and the US about their outlook for global trade in the year ahead. We found that exporters are more optimistic in 2024 but also more worried about geopolitical risks, shortages of inputs & labor and financing & non-payment risks. In this episode, we find out more about the results from Senior Economist Françoise Huang and Head of Corporate Research Ano Kuhanathan. SHOWNOTES: • Read the full report "Allianz Trade Global Survey 2024: Protectionism Mithridatism": https://t1p.de/grxff • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

    16 分钟

  8. 5月6日

    059 | The cost of pay me later

    Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. In this episode, we speak to Ana Boata, Head of Economic Research at Allianz Trade, and Maxime Lemerle, Lead Analyst for Insolvency Research to find out why it is taking companies longer to get paid. SHOWNOTES: • Read the full report "The cost of pay me later": https://t1p.de/ea9kq • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/

    11 分钟
查看全部 66 集

关于

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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