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?
January 2025
Market Assessment
Key developments
- US government bond yields are creeping close to their 2024 high marked in April, with any major setbacks likely to be temporary amid President-elect Trump's policy outlook
- In China, investor sentiment remains depressed, though further monetary and fiscal policy support are in the offing
- In the Eurozone, France’s budget negotiations and German election campaigning will define regional markets in January
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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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