Claim OwnershipTomorrow – A podcast by Allianz Research
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Welcome to Tomorrow, a podcast from the global team of economists, strategists, sector advisors and foresight experts of the Allianz Group, led by Ludovic Subran. In each episode, we’ll be talking about our latest analyses of economic and capital market developments, as well as our views on trends affecting risk management.
80 Episodes
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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.
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.
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.
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.
The global economy has got that summertime, summertime sadness. Global GDP growth could hit the slowest pace since 2008 this year, outside of recession periods, according to our mid-year economic outlook for 2025-26. The US is expected to grow by +1.6%, helped by lower effective tariffs, while the Eurozone should see growth at +1.2%. The picture for emerging markets is more mixed, with some benefiting from FX appreciation and increased investment flows and others feeling the pinch of higher tariffs. To hit the right note, we’ve selected five summery songs to sum it up. Find out what they are in this episode with our AI Assistant, Aria.
Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250703-global-economic-outlook.html
This content was generated by AI with the oversight of Allianz Research.
Time for a new episode of Tomorrow! Today, we’re diving into a crucial – but often overlooked – indicator of business health: Working Capital Requirements. WCR is the financial canary in the coal mine, revealing how efficiently companies are managing cash flows, inventories, and payment terms in an uncertain economy. So it's pretty worrying that global WCR reached the highest level since 2008 in 2024. In this episode, Allianz Research's AI Assistant Aria explains what's driving the rise, and why some regions are feeling the pinch more than others.
Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250618-global-wcr.html
This content was generated by AI with the oversight of Allianz Research.
Time for a new episode of Tomorrow! Today we're talking about the paradigm shift in defense that's taking place in Europe, where member states are actively working to increase defense spending after decades of under-investment. But the region needs to get funding, strategy and implementation right. In this episode, Allianz Research's AI Assistant Aria explains the five things to consider as Europe forges its defense shield.
Read the full report here: Captain Europe: Five ways to forge the region’s defense shield https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250602-defense-report.html
This content was generated by AI with the oversight of Allianz Research.
Time for a new episode of Tomorrow! Today we’re diving into the results of the Allianz Trade Global Survey 2025, which asked 4,500 companies in China, France, Germany, Italy, Poland, Singapore, Spain, the UK and the US about their outlook for global trade - before and after the US announced significant tariff hikes on "Liberation Day".
Find out how exporters plan to cope - from raising prices to diversifying supply chains - with Allianz Research's AI Assistant Aria.
Read the full report here: Allianz Trade Global Survey 2025: Trade war, trade deals and their impacts on companies https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250520-global-trade-survey.html
This content was generated by AI with the oversight of Allianz Research.
Time for a new episode of Tomorrow! Today we’re talking about why adapting to climate change is just as important as mitigating carbon emissions, with Allianz Research's AI Assistant Aria.
Read the full report here: Rethinking climate adaptation for global resilience - https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250415-climate-adaptation.html
This content was generated by AI with the oversight of Allianz Research.
Time for a new episode of Tomorrow! Today we're talking about business insolvencies. In 2024, they shot up by 10% and we expect back-to-back increases in 2025 and 2026. Tune in to find out what factors are at play, with Allianz Research's AI Assistant Aria.
Read the full report here: Riders on the storm: Managing uncertainty - updated outlook - https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250410-global-economic-outlook.html
This content was generated by AI with the oversight of Allianz Research.
Today we're talking about global pension systems. By 2050, the number of people aged 65 and older is set to almost double to a staggering 1,578 million. Are public pension systems prepared to handle this demographic shift? Allianz Research's AI Assistant explains the results of the Allianz Global Pension Report. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250130-Allianz-global-pension-report.html
This content was generated by AI with the oversight of Allianz Research.
The Tomorrow podcast is back! But we're experimenting with a new host this year - meet our AI assistant Aria, she'll be bringing you a snackable summary of our reports. Today we're talking about Germany. Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence advancements have reshaped global economies. Poised at the crossroads of these transformations, Germany faces challenges distinct from its earlier struggles as the “sick man of Europe”, raising doubts about its economic model. In this episode, Aria explains the 10 steps Germany needs to take to build a bold, future-oriented economic model.
This content was generated by AI with the oversight of Allianz Research
Weight-loss drugs have become a golden formula for pharma growth. In this episode we speak to Sector Advisor Maria Latorre and Senior Economist Michaela Grimm about how GLP-1 treatments like Ozempic and Wegovy are reshaping the industry, and the risks that lie ahead.
SHOWNOTES:
• Read the full report "The weight is over: How GLP-1 treatments are reshaping pharma and beyond": https://t1p.de/cmjmm.
• You can also subscribe to our newsletter to stay up to date with all our latest publications: https://ludovicsubran.substack.com/.
What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Economist Françoise Huang about how a renewed trade war could affect global supply chains and pave the way for new trade champions.
SHOWNOTES:
• Read the full report "The geoeconomic playbook of global trade": https://t1p.de/1mnrl.
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.
Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors? We find out in this episode with Lead Investment Strategist Jordi Basco Carrera and Senior Investment Strategist Bjoern Griesbach.
SHOWNOTES:
• Read the full report "Long-run capital market returns in times of climate change": https://t1p.de/fw6nt.
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.
Despite monetary tightening, the global financial assets of private households recorded strong growth in 2023. But there is an Atlantic divide, and a generation gap.
We find out more in this episode with Arne Holzhausen, Head of Wealth, Insurance and ESG Research, and Economist Kathrin Stoffel.
SHOWNOTES:
• Read the full report "Allianz Global Wealth Report 2024:
Surprising relief": https://t1p.de/rzn6t.
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.
With the workforce population set to decline and workers getting older, how can we make companies demography-proof? We find out in this episode with Arne Holzhausen, Head of Insurance, Wealth and ESG Research, and Senior Economist Michaela Grimm.
SHOWNOTES:
• Read the full report "Fostering age inclusion at work to make companies demography-proof": https://t1p.de/v6cku
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/
Transformative years lie ahead for the global insurance industry. In 2023, it grew by an estimated +7.5% in 2023, the fastest pace since 2006. But the world is changing rapidly and risks are rising. In this context, the limits of insurability are increasingly coming into focus.
In this episode, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trends Research, and Senior Economist Patricia Pelayo Romero, about the Allianz Global Insurance Report 2024.
SHOWNOTES:
• Read the full report "Allianz Global Insurance Report 2024 - Transformative years ahead for the insurance sector": https://t1p.de/q0ny0
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/
Between 06 and 09 June, more than 400 million European citizens across the 27 EU member states voted to elect the 720 members of the European Parliament.
In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Senior Economist Jasmin Groeschl, about what is at stake, and what to expect during the next mandate.
SHOWNOTES:
• Read the full report "What to expect from the European elections": https://t1p.de/rvju0
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/
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