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.
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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.
065 | Long-run capital market returns in times of climate change
Tomorrow – A podcast by Allianz Research
10 minutes
1 year ago
065 | 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/.
Tomorrow – A podcast by Allianz Research
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.
