Tomorrow – A podcast by Allianz Research cover art

All Episodes

Tomorrow – A podcast by Allianz Research — 95 episodes

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Title
1

Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

2

Ten years after Brexit: Resilience without revival

3

How AI is rewiring global trade

4

Allianz Global Insurance Report 2026: The Future of Insurance in a Fragmenting World

5

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

6

Global Insolvency Outlook: Brace for Middle East spillovers

7

Business as unusual: Exporters adapt to geopolitical shocks

8

Economic outlook 2026-27: The Fog of War

9

Allianz Social Resilience Index 2025: The middle-resilience trap

10

Closing the gender income gap: from paychecks to pensions

11

Investing in a fragmented world

12

Economic outlook 2026-27: Stretching the limits

13

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

14

Old trade routes for new trade wars?

15

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

16

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

17

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

18

Allianz Global Wealth Report 2025: Powering ahead

19

Allianz Pulse 2025: Confused and disappointed – but less pessimistic

20

Mid-year economic outlook 2025-26: Summertime sadness

21

The transatlantic divide in Working Capital Requirements

22

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

23

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

24

Rethinking climate adaptation for global resilience

25

The corporate battlefield: Global insolvencies in times of war economics

26

Allianz Global Pension Report 2025: Time to walk the talk

27

Germany - quo vadis?

28

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

29

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

30

066 | The geoeconomic playbook of global trade

31

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

32

064 | Allianz Global Wealth Report 2024 : Surprising relief

33

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

34

062 | Transformative years ahead for the insurance sector

35

061 | What to expect from the European elections

36

060 | Allianz Trade Global Survey 2024: Protectionism Mithridatism

37

059 | The cost of pay me later

38

058 | Global auto outlook: Steering through turbulence

39

057 | Trumponomics: the sequel

40

056 | Global Insolvency Outlook: Reality check

41

055 | China: keeping the dragon awake

42

054 | Europe needs to step up its game

43

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

44

052 | Global construction outlook: Liquidity cracks

45

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

46

050 | Greening global trade, one container at a time

47

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

48

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

49

047 | Allianz Global Wealth Report 2023: The next chapter

50

046 | From OPEC to OMEC?

51

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

52

044 | The new risk frontier in finance: biodiversity loss

53

043 | Allianz Trade Global Survey 2023: Testing resilience

54

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

55

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

56

040 | Reforming against demographic change

57

039 | Business insolvencies: No rest for the leveraged

58

038 | Falling off a savings cliff?

59

037 | The “five Ds” of structurally higher inflation

60

036 | Taking stock of one year of war economics

61

035 | Can the EU reform its fiscal rules?

62

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

63

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

64

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

65

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

66

030 | The end of 'zeronomics'

67

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

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

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

76

020 | Is the global economic recovery still on track?

77

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

78

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

79

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

80

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

81

015 | Will global business insolvencies return in 2022?

82

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

83

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

84

012 | How has Covid-19 disrupted global trade?

85

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

86

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

87

009 | Why does the velocity of money matter?

88

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

89

007 | What do Europeans expect for their economies?

90

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

91

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

92

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

93

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

94

002 | How are corporate finances faring amid the crisis?

95

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