Category: Allianz

Earnings held steady in the first half of 2022 but momentum is fading The post-pandemic party is coming to a

The public sector cannot do it alone The war in Ukraine underscores that scaling up investment in climate-smart infrastructure is

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

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

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

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

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

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

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

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