Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
February 2026
Market Assessment
Key developments
- Global growth is robust, with solid investment spending and contained inflation
- Japan suffers a sharp sell-off in JGBs on renewed fiscal concerns
- Equity markets remain well supported, with investors rotating between regions and across sectors
Monthly Key Points: February 2026
Video, 04:47 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
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Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
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A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
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Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
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With a 12 months focus, this publication is designed as a reference document for multiple user groups. It provides the foundations for the financial market and economic views at Group level. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
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An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
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