Tomorrow – A podcast by Allianz Research

• Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector

  Generative AI is becoming a structural driver of the global construction sector as the AI boom fuels a frenzy for data centers. But there are some clouds looming: grid power shortages, land scarcity and regulatory constraints could hit the brakes on this frenetic pace of growth. Read the full report on our website: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251007-construction.html This content was generated by AI with the oversight of Allianz Research.

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• Quarterly Outlook Update 2025-27: 10 Top-of-Mind Questions, Answered

  We're back with a new episode of Tomorrow, with Allianz Research's AI Assistant Aria! Have you been wondering who is really paying the price of the trade war? Or how companies are managing persistently high financing costs? Well you’re in luck, because our latest global economic outlook aims to answer the ten biggest questions about what to expect as we head into 2026 and 2027. Read the full report on our website here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/251002-economic-outlook2025-27.html This content was generated by AI with the oversight of Allianz Research.

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• Allianz Global Wealth Report 2025: Powering ahead

  We're back with a new season of the Tomorrow podcast, with Allianz Research's AI Assistant Aria! Today, we’re diving into the latest numbers on global household wealth from the Allianz Global Wealth Report 2025. The latest edition shows that 2024 was another record-breaking year. But not all regions benefited equally. Read the full report on our website here: https://www.allianz.com/en/economic_research/insights/publications/global-wealth-report-2025.html This content was generated by AI with the oversight of Allianz Research.

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• Allianz Pulse 2025: Confused and disappointed – but less pessimistic

  Time for a new episode of Tomorrow! Today we’re unpacking the results the Allianz Pulse. For the seventh edition, we surveyed 6,000 people across six of Europe’s largest economies: Germany, France, Italy, Spain, Poland, and Austria, taking the pulse on future prospects, policymaking, the rise of AI and more. Find out what they told us, with Allianz Research's AI Assistant Aria. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250625-allianz-pulse.html This content was generated by AI with the oversight of Allianz Research.

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• Mid-year economic outlook 2025-26: Summertime sadness

  The global economy has got that summertime, summertime sadness. Global GDP growth could hit the slowest pace since 2008 this year, outside of recession periods, according to our mid-year economic outlook for 2025-26. The US is expected to grow by +1.6%, helped by lower effective tariffs, while the Eurozone should see growth at +1.2%. The picture for emerging markets is more mixed, with some benefiting from FX appreciation and increased investment flows and others feeling the pinch of higher tariffs. To hit the right note, we’ve selected five summery songs to sum it up. Find out what they are in this episode with our AI Assistant, Aria. Read the full report here: https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/250703-global-economic-outlook.html This content was generated by AI with the oversight of Allianz Research.

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