Episodit
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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/ -
Puuttuva jakso?
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For the third edition of the Allianz Trade Global Survey, we asked over 3,000 companies in China, France, Germany, Italy, Poland, Spain, the UK and the US about their outlook for global trade in the year ahead.
We found that exporters are more optimistic in 2024 but also more worried about geopolitical risks, shortages of inputs & labor and financing & non-payment risks.
In this episode, we find out more about the results from Senior Economist Françoise Huang and Head of Corporate Research Ano Kuhanathan.
SHOWNOTES:
• Read the full report "Allianz Trade Global Survey 2024: Protectionism Mithridatism": https://t1p.de/grxff
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. In this episode, we speak to Ana Boata, Head of Economic Research at Allianz Trade, and Maxime Lemerle, Lead Analyst for Insolvency Research to find out why it is taking companies longer to get paid.
SHOWNOTES:
• Read the full report "The cost of pay me later": https://t1p.de/ea9kq
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
The global auto industry is going through a significant transformation towards electric vehicles but the path ahead will be turbulent, shaped by geopolitical tensions, slowing demand and regulatory uncertainties.
In this episode, we speak to sector advisors Yao Lu and Maria Latorre to find out why Chinese carmakers are racing ahead, while European ones are lagging behind.
SHOWNOTES:
• Read the full report "Global auto outlook: Steering through turbulence": https://t1p.de/o9c4s
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime Darmet and Lead Investment Strategist Jordi Basco Carrera about what a potential second Trump presidency could mean for growth, inflation, and capital markets, as well as trade, fiscal and industrial policies.
SHOWNOTES:
• Read the full report "Trumponomics - the sequel": https://t1p.de/vcfwh
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
After the high-speed and broad-based rebound in 2023, what's the outlook for business insolvencies in 2024? In this episode, we find out from Ano Kuhanathan, Head of Corporate Research, and Maxime Lemerle, Lead Analyst for Insolvency Research.
SHOWNOTES:
• Read the full report "Global Insolvency Outlook: Reality check": https://t1p.de/gzxnd
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond?
In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become China's new drivers of growth.
SHOWNOTES:
• Read the full report "China: keeping the Dragon awake": https://t1p.de/bpmq2
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
In the 25 years since the foundation of the Euro, the economic gap between the US and Eurozone has almost tripled. What explains this widening gap and how can Europe regain its competitive edge? We find out in this episode with Senior Economists Bjorn Griesbach and Jasmin Groeschl from Allianz Research.
SHOWNOTES:
• Read the full report "Europe needs to step up its game: Lessons from the American playbook": https://t1p.de/51vwi
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
The trade-offs between affordability and insurability are becoming more difficult to solve? But are we heading towards an uninsurable future? In this episode, we find out from Arne Holzhausen, Jasmin Groeschl and Markus Zimmer from Allianz Research.
SHOWNOTES:
• Read the full report "Climate change trade-offs: what does it take to keep our world insurable?": https://t1p.de/rw23r
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/ -
The global construction sector is feeling the pressure from high interest rates. In this episode with Ano Kuhanathan, Head of Corporate Research, we learn about the outlook ahead. Read the full report: Global construction outlook: Liquidity cracks. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global construction outlook: Liquidity cracks:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_11_16-Construction-outlook.html -
The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging markets. In this episode, we speak to senior economist Manfred Stamer to learn more about the results of the latest Social Resilience Index. Read the full report: A bolt from the blue? Amplified social risk ahead. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
A bolt from the blue? Amplified social risk ahead:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_26-Social-Resilience.html -
Promoting trade in environmental goods and low-carbon technologies can be a powerful tool to combat the climate crisis. But there can be no green trade without green shipping. In this episode, we speak to Senior Economist Jasmin Groshl and Sector Advisor Maria Latorre about how to greening global trade, one container at a time. Read the full report: Green global trade, one container at a time. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
Advantages are running out and penalties looming for companies. In this episode, we speak to Maxime Lemerle, Lead Insolvency Analyst, about our latest Global Insolvency Outlook. Read the full report: Global Insolvency Outlook 2023-25: From maul to ruck? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global Insolvency Outlook 2023-25: From maul to ruck?:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_18-Global-Insolvency-Report.html
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
With a recession mostly avoided and inflation mostly circumscribed, what lies ahead for the global economy? In this episode with Ana Boata, Head of Economic Research, and Jordi Basco Carrera, Lead Investment Strategist, we find out more from the latest global economic outlook for 2023 to 2025. Read the full report: Global economic outlook 2023-25: The last hike? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global Economic Outlook 2023-2025:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_04-Global-Economic-Outlook.html
Ludonomics newsletter:
https://ludovicsubran.substack.com/ -
2022 was an annus horribilis for savers as asset prices fell across the board in the "everything slump" scenario. In this episode with Arne Holzhausen, Head of Wealth, Insurance and Trend Research, we find out more from the results of the latest Allianz Wealth Report. Read the full report here: Allianz Global Wealth Report 2023: The next chapter.You can also [subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Allianz Global Wealth Report 2023:
The next chapter:
https://www.allianz.com/en/economic_research/publications/allianz-global-wealth-report-2023.html -
The future will be powered by metals but fenced in with iron curtains. In the first episode of our new season, we look the importance of critical raw materials for the green transition, and what the creation of an Organization of Metal-Exporting Countries (i.e. an “OMEC”) could mean for the global economy. We are joined by Senior Economist Jasmin Groeschl and Ano Kuhanathan, Head of Corporate Research. Read the full report here: Critical raw materials – Is Europe ready to go back to the future? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
follow the newsletter here:
https://ludovicsubran.substack.com/
Here is the article on the subject:
https://www.allianz.com/en/economic_research/publications/specials_fmo/critical-raw-materials.html -
Is the ECB's "climate talk" having an effect on ESG bonds? In the last episode of this season, we speak to Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Senior Economist Roberta Fortes about their recent report on green monetary policy. Read the report: Toasted, roasted and grilled? Walking the talk on green monetary policy. To stay up to date with all our research, subscribe to the Ludonomics newsletter on Substack.
Toasted, roasted and grilled? Walking the talk on green monetary policy:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_06_27_Green-monetary-policy.html -
How can we invest to reduce biodiversity loss? In this episode with Arne Holzhausen, Head of Wealth, Insurance and Trend Research, and Markus Zimmer, Senior Economist for ESG, we learn about how they calculate the cost of biodiversity loss and compare the measures to abate it in Europe. Read the reports: The new risk frontier in finance: biodiversity loss and Biodiversity loss part II: portfolio impacts and a quantitative case study on pollination abatement measures. To stay up to date with all our research, subscribe to the Ludonomics newsletter on Substack.
Biodiversity loss part II: portfolio impacts and abatement measures:
https://www.allianz.com/en/economic_research/publications/specials_fmo/biodiversity-loss.html -
For the 2023 edition of the Allianz Trade Global Survey, we decided to check the pulse of nearly 3,000 exporters in seven countries: the US, the UK, Germany, France, Italy, Spain and Poland. We dive into the results in this episode with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Research. Read the full report: Allianz Trade Global Survey 2023: Testing resilience. To stay up to date with all our research, you can also subscribe to the Ludonomics newsletter on Substack.
Allianz Trade Global Survey 2023:
https://www.allianz.com/en/economic_research/publications/specials_fmo/global-trade-survey.html - Näytä enemmän
