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?
December 2024
Market Assessment
Key developments
- The Republican sweep in the US election provides them with the opportunity to follow through on election pledges, while the Fed signals a more cautious approach
- Global financial markets have been impacted by US politics as fears of higher inflation and policy rates take hold
- The Eurozone labour market stays firm amid weakening PMIs while German and French politics become more uncertain
Archive
- December 2024 | The US election results trigger a small-cap rally
- November 2024 | Volatility set to persist with the US election now in focus
- October 2024 | The Fed arrives to the party fashionably late
- September 2024 | Risk assets experience a roller coaster ride
- August 2024 | Investors flock from tech to financials and small caps
- July 2024 | Rest and refuel
- June 2024 | High Yield to lag stocks as refinancing poses risks
- May 2024 | The stock market’s decoupling from rate expectations carries risks
- April 2024 | More policy rate cuts are expected in H2, supporting equity markets
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Weekly Macro & Markets View
Weekly Macro & Markets View
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.
Inflation Focus
Inflation Focus
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.
Topical Thoughts
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economics & Markets Outlook
Economics & Markets Outlook
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.
Mid Year Review
Mid Year Review
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
Real Estate Outlook
Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
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