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?
August 2026
Market Assessment
Key developments
- Economic growth is robust, supported by improving services and solid industrial activity
- Government bond yields are rising as inflation rates remain elevated, and the Fed’s uncertain rate path pushes up the risk premium
- The MSCI World is close to its record high as earnings momentum picks up steam in the US
Archive
- August 2026 | Strong earnings growth has gained further momentum
- July 2026 | Oil prices: a swift return to normal?
- June 2026 | Drivers outpace risks
- May 2026 | The oil price trajectory holds the key for markets
- April 2026 | Markets slip on oil
- March 2026 | Price discovery
- February 2026 | A reshuffling
- January 2026 | The broadening rally has further to run
Explore our publications
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
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
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
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
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
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Videos and Podcasts
To compliment some publications, a series of short videos and, in the case of Topical Thoughts and the Economic and Market Outlook, more detailed podcasts are available.
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