Episodios

  • Business as unusual: Exporters adapt to geopolitical shocks

    Business as unusual: Exporters adapt to geopolitical shocks
    Apr 10 2026
    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 another layer of disruption to an already fragile global economy. Find out what they told us, with our AI Assistants Aria and Bob. This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    6 m
  • Economic outlook 2026-27: The Fog of War

    Economic outlook 2026-27: The Fog of War
    Apr 3 2026
    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 Bob. Read the full report: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260331_economic-outlook.html This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    8 m
  • Allianz Social Resilience Index 2025: The middle-resilience trap

    Allianz Social Resilience Index 2025: The middle-resilience trap
    Mar 13 2026
    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 energy inflation will test the strength of social fabrics, particularly in countries such as Vietnam, Thailand, Morocco, Tunisia and Malaysia. Find out more in the latest episode of the Tomorrow podcast with Allianz Research's AI Assistants Aria and Bob. This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    5 m
  • Closing the gender income gap: from paychecks to pensions

    Closing the gender income gap: from paychecks to pensions
    Mar 5 2026
    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 how to close the gender income gap, from paychecks to pensions, with AI Assistants Aria and Arlo. This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    7 m
  • Investing in a fragmented world

    Investing in a fragmented world
    Feb 27 2026
    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.allianz.com/en/economic_research/insights/publications/specials_fmo/260213-US-fragmentation.html This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    Aún no se conoce
  • Economic outlook 2026-27: Stretching the limits

    Economic outlook 2026-27: Stretching the limits
    Dec 19 2025
    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 here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251217-economic-outlook-2026-27.html This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    5 m
  • High hopes, heavy footprint: Aviation’s quest for climate-neutral skies

    High hopes, heavy footprint: Aviation’s quest for climate-neutral skies
    Dec 4 2025
    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 episode. Read the full report on our website: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251202-aviation.html This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    6 m
  • Old trade routes for new trade wars?

    Old trade routes for new trade wars?
    Nov 21 2025
    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/economic_research/insights/publications/specials_fmo/251105-allianz-trade-report.html This content was generated by AI with the oversight of Allianz Research.
    Más Menos
    5 m