Global Insolvency Outlook 2026-27: Don’t look down!

Allianz

Research

32 Pages

Allianz Research analyzes the global insolvency outlook for 2026 and 2027 as tariffs, AI and credit conditions reshape risks. They expect business failures to keep rising worldwide before only a slight easing, with new shocks like an AI bust posing additional danger.

Date published: October 21, 2025

Key Takeaways

Global insolvency path: Projects a fifth straight yearly increase that lifts bankruptcies to record levels before only a marginal easing in 2027.
Tariffs and rerouting: Explains how trade rerouting and foreign price cuts softened tariff shocks but may only delay insolvency pressure.
AI boom risks: Warns that an AI bust similar to the dotcom era could trigger thousands more bankruptcies across major economies.
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