Tomorrow – A podcast by Allianz Research

Allianz Research
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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. 7月21日

    Allianz Pulse 2025: Confused and disappointed – but less pessimistic

    Time for a new episode of Tomorrow! Today we’re unpacking the results the Allianz Pulse. For the seventh edition, we surveyed 6,000 people across six of Europe’s largest economies: Germany, France, Italy, Spain, Poland, and Austria, taking the pulse on future prospects, policymaking, the rise of AI and more. Find out what they told us, with Allianz Research's AI Assistant Aria. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250625-allianz-pulse.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  2. 7月7日

    Mid-year economic outlook 2025-26: Summertime sadness

    The global economy has got that summertime, summertime sadness. Global GDP growth could hit the slowest pace since 2008 this year, outside of recession periods, according to our mid-year economic outlook for 2025-26. The US is expected to grow by +1.6%, helped by lower effective tariffs, while the Eurozone should see growth at +1.2%. The picture for emerging markets is more mixed, with some benefiting from FX appreciation and increased investment flows and others feeling the pinch of higher tariffs. To hit the right note, we’ve selected five summery songs to sum it up. Find out what they are in this episode with our AI Assistant, Aria. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250703-global-economic-outlook.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  3. 6月18日

    The transatlantic divide in Working Capital Requirements

    Time for a new episode of Tomorrow! Today, we’re diving into a crucial – but often overlooked – indicator of business health: Working Capital Requirements. WCR is the financial canary in the coal mine, revealing how efficiently companies are managing cash flows, inventories, and payment terms in an uncertain economy. So it's pretty worrying that global WCR reached the highest level since 2008 in 2024. In this episode, Allianz Research's AI Assistant Aria explains what's driving the rise, and why some regions are feeling the pinch more than others. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250618-global-wcr.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  4. 6月6日

    Captain Europe: Five ways to forge the region’s defense shield

    Time for a new episode of Tomorrow! Today we're talking about the paradigm shift in defense that's taking place in Europe, where member states are actively working to increase defense spending after decades of under-investment. But the region needs to get funding, strategy and implementation right. In this episode, Allianz Research's AI Assistant Aria explains the five things to consider as Europe forges its defense shield. Read the full report here: Captain Europe: Five ways to forge the region’s defense shield https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250602-defense-report.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  5. 5月23日

    Allianz Trade Global Survey 2025: Trade war, trade deals and their impacts on companies

    Time for a new episode of Tomorrow! Today we’re diving into the results of the Allianz Trade Global Survey 2025, which asked 4,500 companies in China, France, Germany, Italy, Poland, Singapore, Spain, the UK and the US about their outlook for global trade - before and after the US announced significant tariff hikes on "Liberation Day". Find out how exporters plan to cope - from raising prices to diversifying supply chains - with Allianz Research's AI Assistant Aria. Read the full report here: Allianz Trade Global Survey 2025: Trade war, trade deals and their impacts on companies https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250520-global-trade-survey.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  6. 4月29日

    Rethinking climate adaptation for global resilience

    Time for a new episode of Tomorrow! Today we’re talking about why adapting to climate change is just as important as mitigating carbon emissions, with Allianz Research's AI Assistant Aria. Read the full report here: Rethinking climate adaptation for global resilience - https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250415-climate-adaptation.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  7. 4月14日

    The corporate battlefield: Global insolvencies in times of war economics

    Time for a new episode of Tomorrow! Today we're talking about business insolvencies. In 2024, they shot up by 10% and we expect back-to-back increases in 2025 and 2026. Tune in to find out what factors are at play, with Allianz Research's AI Assistant Aria. Read the full report here: Riders on the storm: Managing uncertainty - updated outlook - https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250410-global-economic-outlook.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘

  8. 3月24日

    Allianz Global Pension Report 2025: Time to walk the talk

    Today we're talking about global pension systems. By 2050, the number of people aged 65 and older is set to almost double to a staggering 1,578 million. Are public pension systems prepared to handle this demographic shift? Allianz Research's AI Assistant explains the results of the Allianz Global Pension Report. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250130-Allianz-global-pension-report.html This content was generated by AI with the oversight of Allianz Research.

    5 分鐘
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簡介

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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