Nowhere to hide? Rethinking safe havens and safe assets in a fragmented world
The US dollar emerged as the last remaining safe haven standing amid the war in Iran. However, this situation is increasingly conditional and regime-dependent.
Pixels of crisis: A granular look at the risks of non-payment due to the conflict in the Middle East
The Middle East conflict and the disruption of the Strait of Hormuz have led to a broad-based reassessment of non-payment risks, with country downgrades outweighing upgrades.
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.
Discover how Allianz Trade’s Business Fraud Insurance shields companies from evolving fraud risks, including internal fraud and social engineering attacks, complementing cyber insurance.
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.
The price of heat: understanding how extreme weather impacts global trade
Allianz Climate Risk Award winner Guglielmo Zappalà discusses how extreme heat can disrupt agriculture, and its knock-on effects on global supply chains and the wider economy.
Allianz Social Resilience Index 2025: The Middle-Resilience Trap
In 2025, the Allianz Social Resilience Index (SRI) records a third consecutive – albeit modest – improvement, but underlying divergence remains pronounced.
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