Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Tariffs, Trump and Taxes – More Growth, More Inflation
This “Topical Thoughts” paper discusses the expected impacts of Donald Trump’s election victory on financial markets and the economy. While many of the announced measures will help to support growth, most of the policies are likely to be inflationary in the current environment, making the Fed’s job to bring inflation back to target more challenging.
Following the US election, Zurich’s Market Strategy & Macroeconomics team look at the implications on the key regions of the US, Eurozone and China. What does a Republican clean sweep mean for tariffs, trade, growth and inflation in the year ahead, and how will the central banks respond to a profound shift in US fiscal policy.
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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.
Monthly Investment Insights
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
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
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.
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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