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Our latest reports
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31 March
Economic outlook 2026-27: The Fog of War
The war in the Middle East sets the stage. For the US and Europe, we expect lower growth, higher inflation, stronger fiscal pressure and a challenging situation for central banks.
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25 March
AI capex cycle: war-proof for now
AI hype deflates amid the capex-monetization debate.
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23 March
Signal without response: Why the EU ETS needs resolve, not redesign
The EU Emissions Trading System (ETS) is at a political and structural inflection point, with allowance prices falling sharply by around -24% in the first two months of 2026.
Our global risk monitoring
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Country reports
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Sector reports
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Collection complexity reports
We analyze risk across economic sectors to provide you with valuable insights and inform your decisions.
The Allianz Trade Collection Complexity Score provides a simple assessment of how easy it is to collect debt around the world. The 2026 edition covers 52 economies countries that represent 90% of both global GDP and global trade.
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Meet the experts who analyse economic sectors and country risk to deliver the insights we share with you.
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