Tomorrow – A podcast by Allianz Research

Tomorrow – A podcast by Allianz Research

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Economic outlook 2026-27: Stretching the limits

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 ...  عرض المزيد

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

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 r ...  عرض المزيد

Old trade routes for new trade wars?

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 al ...  عرض المزيد

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

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 ...  عرض المزيد

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

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. ...  عرض المزيد