Episodes
97
Latest episode
Oct 2026
Language
EN
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.
About a year ago Europe announced some ambitious commitments for rearmament. Has it actually delivered? The story is complicated, as our AI Assistants Aria and Bob explain in this new episode of Tomorrow. Read the full report here: European defense one year on: Money is not the problem, capacity (and delivery) are This content was generated by AI with the oversight of Allianz Research.
This week on the Tomorrow podcast, we dive into the Allianz Global Wealth Report 2026. The big picture: Global financial assets jumped to a record EUR268.4trn in 2025, up +8.6% from the previous year. But it’s not because households are not saving more – markets accounted for 4 out of 5 euros of additional wealth. Read the full report on our website: Allianz Global Wealth Report 2026: A double-edged code – How AI is reshaping the global wealth landscape This content was generated by AI with the oversight of Allianz Research.
In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out! You can read the full report on our website: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5% This content was generated by AI with the oversight of Allianz Research.
The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which projections came through and which failed to pass. Read the full report: Ten Years After Brexit: Resilience Without Revival This content was generated by AI with the oversight of Allianz Research.
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
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.
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.
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.
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.
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.
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
