Episodes
93
Latest episode
Jun 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.
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.
The Allianz Social Resilience Index 2025 records a third consecutive – albeit modest – improvement across 171 economies. The global average score rose from 47.4 out of 100 in 2024 to 47.9, driven by lower imported inflation pressures and greater currency stability in Emerging Asia and several advanced economies, as well as firmer governance. But the conflict in the Middle East and the resulting energy inflation will test the strength of social fabrics, particularly in countries such as Vietnam, Thailand, Morocco, Tunisia and Malaysia. Find out more in the latest episode of the Tomorrow podcast with Allianz Research's AI Assistants Aria and Bob. This content was generated by AI with the oversight of Allianz Research.
The projected lifetime income gap for women born in 2025 is 16% — the same as it was for women born in 2000. After decades of progress, we’ve hit a plateau. And that's a wake-up call. Even though we’ve made strides in narrowing the gender pay gap and increasing women’s participation in the workforce, there structural barriers that just won’t budge. For International Women's Day 2026, we look at how to close the gender income gap, from paychecks to pensions, with AI Assistants Aria and Arlo. This content was generated by AI with the oversight of Allianz Research.
US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past performance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account. In this episode, we look at how to invest in a fragmenting world, with AI Assistants Aria and Arlo. Read the full report: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260213-US-fragmentation.html This content was generated by AI with the oversight of Allianz Research.
Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up to now reach 2.9% in 2026 following a robust 3% in 2025, with the US and China accounting for over two-thirds of the upward revision. In the last episode of the year, our AI Assistant Aria explains what lies ahead, and what could go wrong. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251217-economic-outlook-2026-27.html This content was generated by AI with the oversight of Allianz Research.
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