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Zurich Insurance
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Latest Episodes
Has the U.S. Treasury started financial repression? | Topical Thoughts
What happens when the bond market starts pushing back?The U.S. Treasury has made an unusual move: doubling long-end bond buybacks to contain rising long-term yields. But the bigger story is not the buybacks themselves but what they signa...
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What it takes to lead the next era of insurance | Zurich Talks - Risk to Resilience
What does the future of insurance look like – and what will it take to lead it?As climate risks intensify, AI accelerates and customer expectations evolve, the role of insurance is changing. Increasingly, insurers are being called on no...
Why a Less Predictable Fed Could Mean Higher Volatility | Topical Thoughts
What does Kevin Warsh’s first meeting as Federal Reserve Chair signal for investors? In this Topical Thoughts conversation, Chief Market Strategist & Economist Guy Miller and Head of US & UK Market Strategy Thomas Liebi unpack the Fed’s...
Why the equity bull market isn't over yet
Markets are sending a clear signal: The bull run is not over.In Part 2 of our Mid-Year Outlook podcast, Zurich's Investment Management team unpack what’s really driving financial markets and where the opportunities (and limits) lie.<...
AI, energy and defense driving capital spending boom | Mid-year Outlook 2026 Part 1
We may be witnessing one of the largest global capital spending cycles in decades, driven by AI, energy transition and defense modernization.Despite geopolitical tensions, energy price shocks and persistent inflation, Zurich’s Investment...