Archive

  • Zurich "cautiously optimistic" ahead of 2 April tariff announcements

    28 March 2025

    But unpredictability - on the upside or downside - still means markets and investors must hold their breath until 'liberation day'

  • Tariff turmoil challenges insurers and managers

    12 February 2025

    Policy uncertainty "the most difficult" aspect of 2025

  • Are the Magnificent Seven the only tech game in town?

    22 January 2025

    AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point

  • Tariffs and taxes and Trump, oh my!

    15 January 2025

    Zurich guides us down the yellow brick road and into the investment landscape for 2025, including a slowing rate cut trajectory, an extension of the current business cycle, and trade uncertainty

  • Til tech do us part - are AI investments a love story for the ages?

    02 December 2024

    Tech stocks and related companies have had ups and downs, with disappoints, broken promises and a summer wobble - but is it love that's here to stay?

  • IAR North America 2024: Geopolitics and recession top of audience's risk concerns

    18 September 2024

    Panellists at Insurance Risk and Capital Americas 2024 react

  • Overdue, healthy, market correction suggest overblown fear of recession

    14 August 2024

    The recent market correction has been a healthy one that's shaken markets out of their complacency, according to Zurich, and the environment is still supportive of investment in US equities - as long as volatility doesn't stay for too long

  • Insurers welcome UK political stability

    16 July 2024

    But investment opportunities will depend on discipline and detail

  • Insurers divided on scale of inflation challenge and interest rate trajectory

    23 May 2024

    RLAM predicts era of "spiky" inflation, as disappointing UK CPI figures come in

  • Zurich favours US equities over credit despite investor complacency across both asset classes

    12 April 2024

    Market rate cut expectations closer to reality than last year, but cracks beginning to form in the "perfect picture" landing scenario