Shows
Tomorrow – A podcast by Allianz Research065 | Long-run capital market returns in times of climate change
Physical climate risks are driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors? We find out in this episode with Lead Investment Strategist Jordi Basco Carrera and Senior Investment Strategist Bjoern Griesbach.
SHOWNOTES:
• Read the full report "Long-run capital market returns in times of climate change": https://t1p.de/fw6nt.
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.
2024-10-2810 minTomorrow – A podcast by Allianz Research057 | Trumponomics: the sequel
Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime Darmet and Lead Investment Strategist Jordi Basco Carrera about what a potential second Trump presidency could mean for growth, inflation, and capital markets, as well as trade, fiscal and industrial policies.
SHOWNOTES:
• Read the full report "Trumponomics - the sequel": https://t1p.de/vcfwh
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/
2024-04-0813 minTomorrow – A podcast by Allianz Research048 | Global economic outlook 2023-25: The last hike?
With a recession mostly avoided and inflation mostly circumscribed, what lies ahead for the global economy? In this episode with Ana Boata, Head of Economic Research, and Jordi Basco Carrera, Lead Investment Strategist, we find out more from the latest global economic outlook for 2023 to 2025. Read the full report: Global economic outlook 2023-25: The last hike? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global Economic Outlook 2023-2025:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_10_04-Global-Economic-Outlook.html
Ludonomics newsletter:
https://ludovicsubran.substack.com/
2023-10-1610 minTomorrow – A podcast by Allianz Research034 | What does the end of low interest rates mean for markets?
Rising interest rates have created very volatile markets in 2022. What happens next for equities and corporate bonds? We find out in this episode with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Jordi Basco Carrera, Lead Investment Strategist.
Read more from our reports:
• "Fixed income is back": https://t1p.de/c861h
• "Market Volatility and Corporate Bonds - Collateral Damage": https://t1p.de/crtpw
To stay up to date with all our latest research, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake
2022-11-2216 min