GDP连续2年下滑后，安联CEO警告：德国或再次成为“欧洲病夫”？

Core Viewpoint - Allianz CEO Oliver Bäte warns that Germany may become the "sick man of Europe" again due to consecutive GDP declines and unsustainable growth in healthcare and welfare spending [3][9]. Group 1: Economic Decline - Germany's GDP has shrunk for two consecutive years, with a projected decline of 0.2% in 2024, indicating a stagnation in economic growth [3][9]. - The term "sick man of Europe" was first used to describe Germany in 1998, during a period of economic struggle post-reunification, with unemployment rates nearing 11% [6][8]. Group 2: Welfare and Healthcare Concerns - Bäte highlights that healthcare and welfare expenditures are growing at an unsustainable rate of 6% to 8% annually, posing a serious threat to the country's financial stability [9][11]. - The retirement pension system in Germany is deemed inadequate, with increasing deficits expected as the baby boomer generation retires [11]. Group 3: Future Predictions - Bäte predicts that if the current trends continue, Germany's social security system may collapse within the next decade [9]. - The need for higher investment returns is emphasized to address the shortcomings in the pension system [11].