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Sept 29, 2026

Allianz Global Wealth Report 2026

Global Wealth Report 2026: Allianz examines household wealth, debt and how AI is reshaping wealth. » Read the report.

Sept 28, 2026

Economic outlook 2026-28

Summer brought little of the calm markets had priced in before it began. Three tensions we had been tracking escalated through the season, surfacing as fresh flashpoints by early September.

Sept 24, 2026

Allianz Climate Economics Report 2026: A year of escalating costs

The Allianz Climate Economics Report (ACE), launched at Climate Week NYC 2026, reveals that extreme weather caused €184 billion in economic losses in 2025 — down 32% from 2024 but 20% above the long-term average. Powered by ClimRad, a proprietary climate-data platform developed with Earthian AI, the report maps how climate events translate into GDP and inflation impacts across 144 economies. 

Sept 17, 2026

How the AI supercycle is reshaping global interest rates

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.

Sept 16, 2026

Chokepoints and pressure points : what is breaking and reshaping global energy markets

The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027. But several pressure points are pulling oil and gas prices in different directions and the balance will decide where prices go next.

Sept 10, 2026

The (A)iceberg beneath tech debt: Recognized calm, rising spreads below the waterline

Equity captures the upside of the AI build-out, while credit absorbs the loss if it fails – yet creditors are compensated with under 1% p.a. on 5-year bonds and around 2% on 10-year.

Sept 07, 2026

Sector Atlas 2026: The three-speed economy

A challenging but still holding macroeconomic backdrop. Global growth is expected to ease to +2.5% in 2026 before rebounding to +2.9% in 2027, propped up significantly by AI investment, which alone contributes roughly a third of US growth. 

Sept 02, 2026

Central Bank Credibility as a risk: Why the ECB leads, the BoJ lags and the Fed and BoE are scrutinized

Central bank credibility is becoming a risk rather than a background condition. At Jackson Hole, the new Fed Chairman called for a quieter central bank, breaking with two decades of managing expectations while the US Treasury is co-steering financial conditions through debt maturity and buybacks. 

Sept 01, 2026

Ten top-of-mind questions on the bond market rout

The bond market dominates the financial news flow since summer. Here, we answer the ten top-of-mind questions about the latest market trend.

Jul 30, 2026

Financial Literacy Pays: Smarter Investing Goes Beyond AI

High financial literacy is key to building wealth, yet it remains the exception. Only 17% of respondents in Allianz Research's latest Financial Literacy Report score as highly literate, while one in four score low — largely unchanged from 2023.

652 releases in total