Tomorrow – A podcast by Allianz Research cover art

All Episodes

Tomorrow – A podcast by Allianz Research — 91 episodes

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Title
1

Thinking fast, building slow: The energy cost of the US AI boom

2

Global Insolvency Outlook: Brace for Middle East spillovers

3

Business as unusual: Exporters adapt to geopolitical shocks

4

Economic outlook 2026-27: The Fog of War

5

Allianz Social Resilience Index 2025: The middle-resilience trap

6

Closing the gender income gap: from paychecks to pensions

7

Investing in a fragmented world

8

Economic outlook 2026-27: Stretching the limits

9

High hopes, heavy footprint: Aviation’s quest for climate-neutral skies

10

Old trade routes for new trade wars?

11

Global Insolvency Outlook 2026-27: Don't look down!

12

Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector

13

Quarterly Outlook Update 2025-27: 10 Top-of-Mind Questions, Answered

14

Allianz Global Wealth Report 2025: Powering ahead

15

Allianz Pulse 2025: Confused and disappointed – but less pessimistic

16

Mid-year economic outlook 2025-26: Summertime sadness

17

The transatlantic divide in Working Capital Requirements

18

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

19

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

20

Rethinking climate adaptation for global resilience

21

The corporate battlefield: Global insolvencies in times of war economics

22

Allianz Global Pension Report 2025: Time to walk the talk

23

Germany - quo vadis?

24

068 | The weight is over: How GLP-1 treatments are reshaping pharma and beyond

25

067 | From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges

26

066 | The geoeconomic playbook of global trade

27

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

28

064 | Allianz Global Wealth Report 2024 : Surprising relief

29

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

30

062 | Transformative years ahead for the insurance sector

31

061 | What to expect from the European elections

32

060 | Allianz Trade Global Survey 2024: Protectionism Mithridatism

33

059 | The cost of pay me later

34

058 | Global auto outlook: Steering through turbulence

35

057 | Trumponomics: the sequel

36

056 | Global Insolvency Outlook: Reality check

37

055 | China: keeping the dragon awake

38

054 | Europe needs to step up its game

39

053 | Climate change trade-offs: What does it take to keep our world insurable?

40

052 | Global construction outlook: Liquidity cracks

41

051 | A bolt from the blue? Amplified social risk ahead

42

050 | Greening global trade, one container at a time

43

049 | Global Insolvency Outlook 2023-25: From maul to ruck?

44

048 | Global economic outlook 2023-25: The last hike?

45

047 | Allianz Global Wealth Report 2023: The next chapter

46

046 | From OPEC to OMEC?

47

045 | Toasted, roasted and grilled? Walking the talk on green monetary policy

48

044 | The new risk frontier in finance: biodiversity loss

49

043 | Allianz Trade Global Survey 2023: Testing resilience

50

042 | Allianz Global Insurance Report 2023: Anchor in turbulent times

51

041 | No quick wins: more jobs but little productivity in the Eurozone

52

040 | Reforming against demographic change

53

039 | Business insolvencies: No rest for the leveraged

54

038 | Falling off a savings cliff?

55

037 | The “five Ds” of structurally higher inflation

56

036 | Taking stock of one year of war economics

57

035 | Can the EU reform its fiscal rules?

58

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

59

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

60

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

61

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

62

030 | The end of 'zeronomics'

63

029 | Could the war in Ukraine spark a global food crisis?

64

028 | What does the war in Ukraine mean for global business insolvencies?

65

027 | How will the war in Ukraine affect the global risk landscape?

66

026 | How will exporters adapt to troubled trade in 2022?

67

025 | Will inflation reverse the 'great resignation' in the US?

68

024 | What do higher energy prices mean for households and companies?

69

023 | 2022: The year of the hawks no more?

70

022 | What are the economic consequences of the invasion of Ukraine?

71

021 | Will inflation spark a wage-price spiral in 2022?

72

020 | Is the global economic recovery still on track?

73

019 | What will the Fed and ECB do about rising inflation and omicron uncertainty?

74

018 | Which Emerging Markets are most at risk of debt distress after Covid-19?

75

017 | Can the EU meet its climate goals in the transport and utility sectors?

76

016 | What does the Covid-19 crisis mean for global wealth?

77

015 | Will global business insolvencies return in 2022?

78

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

79

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

80

012 | How has Covid-19 disrupted global trade?

81

011 | How long will it take business investment to recover after Covid-19?

82

010 | What does Covid-19 mean for the race to green tech dominance?

83

009 | Why does the velocity of money matter?

84

008 | Is semiconductor autonomy on the cards for China and the Eurozone?

85

007 | What do Europeans expect for their economies?

86

006 | The grand reopening: What to expect for the global economy in 2021

87

005 | Could 2021 mark the return of a taper tantrum?

88

004 | What does Covid-19 mean for the insurance industry?

89

003 | Closing the financial and risk literacy gap after Covid-19

90

002 | How are corporate finances faring amid the crisis?

91

001 | Could Covid-19 spark the return of inflation?