Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Le Spread
French bond spreads to Germany have hit levels last seen during 2011 & 2012. With global bond levels rising, France’s poor debt dynamics have made it one of the clearest examples of the limits and consequences of higher funding rates. Risks are skewed more negatively still as an election approaches. But, in the long-term there are reasons to believe this is not the advent of a crisis.
Video podcast
27:27 min
In our latest podcast, we discuss sharp moves in French debt markets and the outlook from here. Fiscal fragility, political uncertainty and a changing global market environment are all relevant.
Archive
- October 20, 2026 | Le Spread
- October 06, 2026 | Sayonara, zero: Japan enters a new era
- September 08, 2026 | The AI revolution: a snapshot in time
- August 27, 2026 | Let’s twist again - the US Treasury puts a lid on longer-term bond yields
- July 23, 2026 | Insert Tokens to Play: AI Adoption by European Companies
- June 30, 2026 | A Little Less Conversation
- February 13, 2026 | The Widowmaker
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.
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of the Group, in particular equities, credit and government bonds.
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.
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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