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 report on our website: https://www.allianz.com/en/economicresearch/insights/publications/specialsfmo/251105-allianz-trade-report.html

This content was generated by AI with the oversight of Allianz Research.

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 website: https://www.allianz.com/en/economicresearch/insights/publications/specialsfmo/251021-insolvency-outlook.html

This content was generated by AI with the oversight of Allianz Research.

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, from grid power shortages and land scarcity to regulatory constraints, which could hit the brakes on this frenetic pace of growth.

Read the full report on our website: https://www.allianz.com/en/economicresearch/insights/publications/specialsfmo/251007-construction.html

This content was generated by AI with the oversight of Allianz Research.

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 report on our website here: https://www.allianz.com/en/economicresearch/insights/publications/specialsfmo/251002-economic-outlook2025-27.html

This content was generated by AI with the oversight of Allianz Research.

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_research/insights/publications/global-wealth-report-2025.html

This content was generated by AI with the oversight of Allianz Research.

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/economicresearch/insights/publications/specialsfmo/250625-allianz-pulse.html

This content was generated by AI with the oversight of Allianz Research.

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/economicresearch/insights/publications/specialsfmo/250703-global-economic-outlook.html

This content was generated by AI with the oversight of Allianz Research.

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/economicresearch/insights/publications/specialsfmo/250618-global-wcr.html

This content was generated by AI with the oversight of Allianz Research.

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

This content was generated by AI with the oversight of Allianz Research.

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/economicresearch/insights/publications/specialsfmo/250520-global-trade-survey.html

This content was generated by AI with the oversight of Allianz Research.