Category: Allianz

Allianz, Front Page

High yield: have the tourists left?

High carry and higher spreads before a U-turn in 2023 The tide has turned for high yield credit. Since mid-April,

Allianz, Front Page, Going Global

The anatomy of financial bubbles, crashes & where we stand today

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were

Allianz, Front Page

Frying pan to fire: Will inflation spark a wage-price spiral in 2022?

Executive Summary Record-high inflation in advanced economies is turning up the heat on central banks. With average wages set to

Allianz, Canada, RIAC

Economic outlook: Don’t look up!

EXECUTIVE SUMMARY Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies. We expect omicron-related

Allianz, Going Global

Public infrastructure investment: enough bang for the buck?

Executive Summary After a decade of declining capital spending, public infrastructure investment is surging in the US and Europe. Scaling

Allianz, Euler Hermes, RIAC, Uncategorized

European households: the double dividend of excess savings

In 2021, the glut of excess savings could generate a double dividend for the Eurozone: first, a consumption boom of EUR170bn, or 1.5%

Allianz, Business, Canada, Front Page

Race to the post Covid-19 recovery: 7 obstacles to overcome

The global recovery is on the right track albeit conditional on key differentiating elements across countries. Global GDP is expected to

Allianz, Canada, Front Page

Show me the money: debunking a couple of myths about excess liquidity

The reflation trade that has engulfed capital markets is largely based on the idea that a lot of money has

Allianz, Canada, RIAC

COVID-19 Webinar: Protecting Your Receivables

Canadian Underwriter hosted a free webinar on June 23 exploring the need for brokerages to not just protect their receivables as

Allianz, Front Page

Rough Landing: 2020 will be a Terrible Year for Air Transportation

Global air demand could take two years to recover from Covid-19 In the first quarter of 2020, Covid-19 sparked an