Tomorrow – A podcast by Allianz Research
Tomorrow – A podcast by Allianz Research

Tomorrow – A podcast by Allianz Research

Allianz Research


Podcast

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.

Alle Folgen

  • How AI is rewiring global trade

    12.06.20265:19

    AI-related trade has already grown from USD1trn in 2014 to USD3.8trn as of 2025, equivalent to 15% of all global trade. In this episode, we look at how AI is reshaping global trade, concentrating global power, supply chains and dependencies. This content was generated by AI with the oversight of Allianz Research. Read the full report: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260521-ai-trade.html

  • Allianz Global Insurance Report 2026: The Future of Insurance in a Fragmenting World

    28.05.20264:57

    The Allianz Global Insurance Report shows that global premiums rose by 7% to reach 6.9 trillion euros in 2025, adding 456 billion euros to the global premium pool. But looking ahead, there are some bigger forces shaping the future of the insurance industry. Join our AI assistants Aria and Bob to find out more. Read the full report: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260528-global-insurance-report.html This content was generated by AI with the oversight of Allianz Research.

  • Thinking fast, building slow: The energy cost of the US AI boom

    13.05.20264:53

    The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a direct result of data-center demand. Against this backdrop, preparing energy infrastructure for AI and addressing community concerns is as urgent as building the AI infrastructure itself. Find out more about the energy costs of the US AI boom in this week's episode of the Tomorrow podcast. This content was generated by AI with the oversight of Allianz Research.

  • Global Insolvency Outlook: Brace for Middle East spillovers

    23.04.20264:04

    The direct toll of the Middle East crisis is an additional 7000 insolvencies in 2026, according to our latest Global Insolvency Report. This week our AI Assistants Aria and Bob explain which regions are particularly at risk, and what could go wrong. This content was generated by AI with the oversight of Allianz Research.

  • Business as unusual: Exporters adapt to geopolitical shocks

    10.04.20266:07

    We just published the fifth edition of our Allianz Trade Global Survey, where we asked 6,000 companies in 13 countries, including the US, France, Germany, China, India and Vietnam, about their outlook for the year ahead. And because we spoke to them in February and March, we were able to see just how their perspectives shifted after the conflict escalated in the Middle East, which has added another layer of disruption to an already fragile global economy. Find out what they told us, with our AI Assistants Aria and Bob. This content was generated by AI with the oversight of Allianz Research.

  • Economic outlook 2026-27: The Fog of War

    03.04.20267:36

    25% of the world’s hydrocarbon flows pass through one narrow waterway—the Strait of Hormuz. That’s a quarter of global energy supply relying on a single chokepoint. Today, we’re diving into how the ongoing conflict in the Middle East is shaking up the global economy, and why this tiny strait is at the center of it all. Tune in to the latest episode with Allianz Research's AI Assistants Aria and Bob. Read the full report: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260331_economic-outlook.html This content was generated by AI with the oversight of Allianz Research.