エピソード

  • Economic outlook 2026-27: Stretching the limits
    2025/12/19
    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.
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    5 分
  • High hopes, heavy footprint: Aviation’s quest for climate-neutral skies
    2025/12/04
    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.
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    6 分
  • Old trade routes for new trade wars?
    2025/11/21
    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.
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    5 分
  • Global Insolvency Outlook 2026-27: Don't look down!
    2025/11/06
    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/economic_research/insights/publications/specials_fmo/251021-insolvency-outlook.html This content was generated by AI with the oversight of Allianz Research.
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    4 分
  • Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector
    2025/10/24
    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/251007-construction.html This content was generated by AI with the oversight of Allianz Research.
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    5 分
  • Quarterly Outlook Update 2025-27: 10 Top-of-Mind Questions, Answered
    2025/10/10
    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/economic_research/insights/publications/specials_fmo/251002-economic-outlook2025-27.html This content was generated by AI with the oversight of Allianz Research.
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    5 分
  • Allianz Global Wealth Report 2025: Powering ahead
    2025/09/26
    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.
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    5 分
  • Allianz Pulse 2025: Confused and disappointed – but less pessimistic
    2025/07/21
    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/economic_research/insights/publications/specials_fmo/250625-allianz-pulse.html This content was generated by AI with the oversight of Allianz Research.
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    5 分