Economic Insights

Oct 07, 2025

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

Generative AI has become a structural driver of construction

Oct 02, 2025

Quarterly Outlook Update 2025-27: 10 Top-of-Mind Questions, Answered

Who truly bears the cost of the ongoing trade war?

Sep 25, 2025

Allianz Global Wealth Report 2025 : Powering Ahead

2024 saw another year of solid growth for the global economy – and another bumper year for financial assets of private households, which rose by +8.7%, surpassing the strong growth of the previous year (+8.0%).

Sep 18, 2025

What to Watch 18 September 2025

Who’s paying for the trade war, the BoJ’s daring game of patience and equity markets – bubble or boom?

Sep 16, 2025

Agentic AI: The self-driving economy?

Agentic AI marks a significant leap in artificial intelligence, with the potential to profoundly reshape economies and labor markets across the globe.

Sep 11, 2025

What to Watch 11 September 2025

The Fed’s very political cut, BoE forced to pause and Munich Auto Show blues for European car makers

Sep 10, 2025

The fertility rate paradox: Education is key

Money can't buy more children.

Sep 05, 2025

What to Watch 05 September 2025

France’s back-to-school blues, ECB on hold and no summer break for the trade war

Sep 03, 2025

Sector Atlas 2025: Trade war is a sector war after all

US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.