Economic Insights

Dec 11, 2025

What to Watch 11 December 2025

France budget short of savings, Europe’s climate tools to test affordability and competitiveness and central banks week ahead

Dec 10, 2025

Convertible bonds: The financial roadster for dynamic markets

From niche market to the center of attention? Convertible bonds are often overlooked in asset allocation but their performance in 2025 has sprung them into the spotlight.

Dec 05, 2025

What to Watch 05 December 2025

Fed preview, AI bubble risks for households and a softening tone on tariffs – for now

Dec 02, 2025

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

Aviation is one of the hardest sectors to align with global climate-neutrality goals by 2050.

Nov 28, 2025

What to Watch 28 November 2025

AI bubble o’clock, Japan’s spendy stimulus and EM central banks hit a fork in the road

Nov 27, 2025

Black Friday : The icing on the cake for US retail?

Months of trade uncertainty and higher tariffs haven’t stopped US shoppers from adding to their carts throughout the year.

Nov 20, 2025

What to Watch 20 November 2025

Germany’s pension time bomb, the UK’s difficult budget balancing act and Europe’s data-center dilemma

Nov 18, 2025

Allianz Green Transition Tracker 2025 - A decade after Paris: Progress, paralysis and the race to net zero

The global transition stands at a critical crossroads.

Nov 14, 2025

What to Watch 14 November 2025

Q3 earnings, the secret behind EU sovereign spread convergence and from tariff dividend to Supreme Court scrutiny