Tomorrow – A podcast by Allianz Research

In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out! You can read the full report on our website: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5% This content was generated by AI with the over...

The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which projections came through and which failed to pass. Read the full report: Ten Years After Brexit: Resilience Without Revival T...

AI-related trade has already grown from USD1trn in 2014 to USD3.8trn as of 2025, equivalent to 15% of all global trade. In this episode, we look at how AI is reshaping global trade, concentrating global power, supply chains and dependencies. This content was generated by AI with the oversight of Allianz Research. Read the full report: https://www.allianz.com/en/economic_research/insights/publicati...

The Allianz Global Insurance Report shows that global premiums rose by 7% to reach 6.9 trillion euros in 2025, adding 456 billion euros to the global premium pool. But looking ahead, there are some bigger forces shaping the future of the insurance industry. Join our AI assistants Aria and Bob to find out more. Read the full report: https://www.allianz.com/en/economic_research/insights/publications...

The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a direct result of data-center demand. Against this backdrop, preparing energy infrastructure for AI and addressing community concerns is as urgent as building the AI infrastructure itself. Find out more about the energy costs of the US AI boom in this week's e...

The direct toll of the Middle East crisis is an additional 7000 insolvencies in 2026, according to our latest Global Insolvency Report. This week our AI Assistants Aria and Bob explain which regions are particularly at risk, and what could go wrong. This content was generated by AI with the oversight of Allianz Research.

We just published the fifth edition of our Allianz Trade Global Survey, where we asked 6,000 companies in 13 countries, including the US, France, Germany, China, India and Vietnam, about their outlook for the year ahead. And because we spoke to them in February and March, we were able to see just how their perspectives shifted after the conflict escalated in the Middle East, which has added anothe...

25% of the world’s hydrocarbon flows pass through one narrow waterway—the Strait of Hormuz. That’s a quarter of global energy supply relying on a single chokepoint. Today, we’re diving into how the ongoing conflict in the Middle East is shaking up the global economy, and why this tiny strait is at the center of it all. Tune in to the latest episode with Allianz Research's AI Assistants Aria and Bo...

The Allianz Social Resilience Index 2025 records a third consecutive – albeit modest – improvement across 171 economies. The global average score rose from 47.4 out of 100 in 2024 to 47.9, driven by lower imported inflation pressures and greater currency stability in Emerging Asia and several advanced economies, as well as firmer governance. But the conflict in the Middle East and the resulting en...

The projected lifetime income gap for women born in 2025 is 16% — the same as it was for women born in 2000. After decades of progress, we’ve hit a plateau. And that's a wake-up call. Even though we’ve made strides in narrowing the gender pay gap and increasing women’s participation in the workforce, there structural barriers that just won’t budge. For International Women's Day 2026, we look at ho...

US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past performance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account. In this episode, we look at how to invest in a fragmenting world, with AI Assistants Aria and Arlo. Read the full report: https://www.allia...

Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up to now reach 2.9% in 2026 following a robust 3% in 2025, with the US and China accounting for over two-thirds of the upward revision. In the last episode of the year, our AI Assistant Aria explains what lies ahead, and what could go wrong. Read the full report...

Aviation is one of the hardest sectors to decarbonize: Between 1970 and 2023, total carbon dioxide emissions from aviation increased by around 164%, reaching nearly 1 gigatonne, equivalent to about 2.5% of all human-made carbon dioxide emissions. Mitigating these emissions will require a mix of measures, covering technology, fuels, operations and policy, as our AI Assistant Aria explains in this e...

Can old trade routes adapt to new trade wars? In a world divided by geopolitics, protectionism and the effects of climate change, global trade is forging new paths. In this episode, our AI Assistant Aria explains how commerce is increasingly taking place between geopolitically aligned economies, with new routes emerging to increase supply chain resilience and avoid cost pressure.  Read the full re...

Since early 2025, the Trump administration’s sweeping import duties have reshaped global trade flows. But they haven’t triggered a surge in US insolvencies - for now. In this episode, we look at the outlook for business insolvencies in the US and around the world, and the looming risks, from the AI boom and slow growth to financial conditions and fiscal discipline. Read the full report on our webs...

Generative AI is becoming a structural driver of the global construction sector as the AI boom fuels a frenzy for data centers. But there are some clouds looming: grid power shortages, land scarcity and regulatory constraints could hit the brakes on this frenetic pace of growth. Read the full report on our website: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251...

We're back with a new episode of Tomorrow, with Allianz Research's AI Assistant Aria! Have you been wondering who is really paying the price of the trade war? Or how companies are managing persistently high financing costs? Well you’re in luck, because our latest global economic outlook aims to answer the ten biggest questions about what to expect as we head into 2026 and 2027. Read the full repor...

We're back with a new season of the Tomorrow podcast, with Allianz Research's AI Assistant Aria! Today, we’re diving into the latest numbers on global household wealth from the Allianz Global Wealth Report 2025. The latest edition shows that 2024 was another record-breaking year. But not all regions benefited equally. Read the full report on our website here: https://www.allianz.com/en/economic_re...

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 repor...

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 benefi...

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 2...

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...

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 d...

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 ge...

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...