Allianz – Trade Global Survey 2025

The main theme of the report is the impact of trade wars and trade agreements on companies.

Key findings include: The unpredictability of US trade policy has undermined exporters' confidence, with 42% of companies expecting a turnover decline of 2-10% in the next 12 months. About 60% of companies expect a negative impact from a full-scale trade war initiated by the Trump administration. More than half of exporters expect payment terms to increase, with delays of more than seven days in half of the cases. Companies are focused on improving operational efficiency and reducing costs, with an emphasis on diversification and increased capital expenditures in strategic areas.