Observed Signal · Aug 24, 2026 · Market Signal · Source: Allianz · Impact: 3.5/5
We are thinking too narrowly about solutions
Climate change could eventually undermine our economic system, says Allianz Board Member Günther Thallinger. Businesses should therefore develop long-term plans.
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Recent verified developments and strategic activity across this market segment.
German DAX companies lag climate goals, Right study finds
A study by climate tech company Right reveals that most German DAX, MDAX, and SDAX companies are not on track to meet their net-zero targets, with only 26 of 71 assessed companies aligned with a 1.7°C warming pathway. Compared to 2024, 25 companies worsened their climate performance in 2025, while 19 improved and 26 remained unchanged. The worst performers include Siemens Energy and Siltronic (8.6°C pathway), Fraport and 1&1 (8.5°C), and Bayer (7.5°C). However, some companies like SAP, Evotec, and Merck showed significant improvements, and Siemens Healthineers is highlighted as a positive example, maintaining a 1.4°C pathway since 2019. The study based on public emissions and financial data points to persistent data gaps, with many companies lacking complete reporting.
UK and Germany Launch Industrial Tech Corridor for AI
The UK and Germany have launched an industrial tech corridor aimed at boosting AI and deeptech growth through cross-border partnerships. The initiative, backed by German companies like Allianz, Bosch, RWE, and Siemens, will connect high-growth tech firms with industrial partners and investors. German robotics firm MicroAGI plans to expand in London, creating 180 jobs, while Proxima Fusion will expand its base in Culham. Both countries will also contribute €20 million to joint Quantum research. The corridor is a flagship initiative under the Kensington Treaty and aims to strengthen digital sovereignty.
Allianz confirms CEO appointments at Allianz Partners and Allianz Direct
Philipp Kroetz, Chief Executive Officer (CEO) of Allianz Direct since 2022, will become Chief Executive Officer of Allianz Partners as of November 1, 2026, succeeding Tomas Kunzmann, who joins the Allianz SE Board of Management as of January 1, 2027. Laurent Floquet, currently Chief Operating Officer at Allianz Partners, will become Chief Executive Officer of Allianz Direct.
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