Zurich Insurance

Has the U.S. Treasury started financial repression? | Topical Thoughts

What happens when the bond market starts pushing back? The U.S. Treasury has made an unusual move: doubling long-end bond buybacks to contain rising long-term yields. But the bigger story is not the buybacks themselves but what they signal. As debt burdens rise and fiscal risks move center stage, the key question becomes: Can debt management substitute for fiscal discipline?

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What it takes to lead the next era of insurance | Zurich Talks - Risk to Resilience

What does the future of insurance look like – and what will it take to lead it? As climate risks intensify, AI accelerates and customer expectations evolve, the role of insurance is changing. Increasingly, insurers are being called on not only to respond to risk, but to help prevent it. In the latest Zurich Talks conversation, Hannah Gurga, Director General of the Association of British Insurers (ABI), joins us to discuss the industry's evolving role, the opportunities ahead, and the skills future leaders will need to succeed.

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Why a Less Predictable Fed Could Mean Higher Volatility | Topical Thoughts

What does Kevin Warsh’s first meeting as Federal Reserve Chair signal for investors? In this Topical Thoughts conversation, Chief Market Strategist & Economist Guy Miller and Head of US & UK Market Strategy Thomas Liebi unpack the Fed’s hawkish shift, the renewed focus on price stability and why markets may need to prepare for less forward guidance and more volatility. The discussion explores the five Fed task forces, including communications, balance sheet policy, inflation framework and the use of more real-time data. It also looks at how AI-driven productivity could shape the longer-term outlook for inflation, interest rates and monetary policy. If you follow the Federal Reserve, US interest rates, inflation, bond markets or macro investing, this episode breaks down what Kevin Warsh’s early moves could mean for policy credibility and market pricing.

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Why the equity bull market isn't over yet

Markets are sending a clear signal: The bull run is not over. In Part 2 of our Mid-Year Outlook podcast, Zurich's Investment Management team unpack what’s really driving financial markets and where the opportunities (and limits) lie. Key takeaways: Equities remain the top conviction call AI is more than hype, it's a structural driver Credit markets: Solid, but limited upside Regional divergence is widening Bonds: Volatility is back and that's healthy

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AI, energy and defense driving capital spending boom | Mid-year Outlook 2026 Part 1

We may be witnessing one of the largest global capital spending cycles in decades, driven by AI, energy transition and defense modernization. Despite geopolitical tensions, energy price shocks and persistent inflation, Zurich’s Investment Management team remain constructive on the global outlook for the second half of 2026. Key takeaways from our Mid-Year Outlook podcast: Global growth remains broadly trend-like and resilient The AI investment boom continues to accelerate, supported by strong credit markets and unprecedented capital expenditure Fiscal spending, defense investment and renewable energy projects are providing additional growth support The US economy continues to outperform expectations, backed by solid consumer spending and AI-driven investment Europe faces headwinds, but Spain and Southern Europe are proving surprisingly resilient China remains a global stabilizer, balancing export strength with longer-term investments in technology and innovation Central banks may stay more hawkish than expected, but a prolonged tightening cycle remains unlikely

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How resilience can become a competitive advantage in APAC | Zurich Talks - Risk to Resilience

Tulsi Naidu, CEO APAC, Zurich Insurance, and Jennifer Richards, CEO APAC, Aon, explore how Asia Pacific's fast-growing economies can better manage rising climate risk. They discuss the region's widening protection gap, the role of insurance and data in making projects bankable, and why shifting the focus from risk transfer to resilience and risk reduction can unlock competitive advantage for companies. More on Zurich Talks: https://www.zurich.com/zurich-talks

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How rising data-center demand is reshaping energy systems | Zurich Talks - Risk to Resilience

AI-driven data centers are pushing energy demand to new extremes – raising urgent questions for risk managers, policymakers, and business leaders alike. How can energy systems adapt without increasing fragility and emissions? Hear from experts including Google, the IEA, a scientist and Zurich Resilience Solutions.

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Leading through disruption | Zurich Talks - Risk to Resilience

In this first episode of Zurich Talks - Risk to Resilience, Jesper Brodin, former CEO of IKEA, shares how climate-smart decisions can drive innovation, reduce costs and strengthen resilience. Zurich Talks - Risk to Resilience is a content series that turns Zurich’s global climate and sustainability engagements into practical insights for customers, colleagues and partners.

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Por ti - Ruth Adamson: Inspirar através do impacto: o compromisso da Z Zurich Foundation

No último episódio da segunda temporada do podcast "Por ti“, recebemos uma convidada muito especial: Ruth Adamson, EMEA Regional Engagement Manager da Z Zurich Foundation. Nesta conversa com o jornalista Rodrigo Pratas, Ruth dá a conhecer o impacto criado pela Z Zurich Foundation e partilha o efeito transformador de programas como o "Por ti", que em Portugal tem dotado de ferramentas de regulação emocional milhares de jovens. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

Por ti - Patrícia Sampaio: Viver e competir em alta competição

A judoca Patrícia Sampaio junta-se a nós para uma conversa sobre o combate que ninguém vê: manter o bem-estar mental quando se vive e compete em alta performance. Neste episódio, exploramos como superou lesões graves, quebrou o estigma da saúde mental no desporto e o modo como encara o acompanhamento psicológico - essencial na sua carreira. Patrícia Sampaio dá uma lição de resiliência e coragem e mostra ser um exemplo para quem procura a excelência em qualquer área da vida. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

Por ti - Rui Unas: Criatividade como fonte de bem-estar

Neste episódio do podcast "Por ti", mergulhamos no universo de Rui Unas. O ator, comediante e apresentador revela como é viver sob os holofotes, a constante batalha entre a figura pública e o lado mais privado. Numa conversa sem filtros, Rui fala sobre o estigma que o fez evitar pedir ajuda, a vergonha de parecer "fraco" e como o desporto, a meditação e a filosofia se tornaram os seus maiores aliados. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

Por ti - Cristiane Miranda: O paradigma digital nos jovens: prevenção e estratégias

Neste episódio do podcast "Por ti", recebemos Cristiane Miranda, co-fundadora do projeto "Agarrados à Net". Exploramos o paradigma digital dos jovens, os perigos do uso intensivo da internet e as estratégias e atitudes para os ajudar a navegar neste universo de forma consciente e saudável.​ Descubra como identificar a dependência de jogos online, a importância de limites de ecrã, o impacto do cyberbullying e o papel fundamental de pais e educadores na construção de uma cidadania digital responsável.​ Uma conversa essencial para todos os que se preocupam com o bem-estar mental dos mais novos. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

Por ti - Fátima Lopes: Bem-estar mental, stress e burnout

O segundo episódio da 2.ª temporada do podcast "Por ti" aborda o universo do stress e do burnout e a procura de um equilíbrio entre vida pessoal e profissional. Recebemos a apresentadora e comunicadora Fátima Lopes, que partilha a sua experiência com um princípio de burnout numa conversa inspiradora e desassombrada sobre desenvolvimento pessoal, saúde emocional e superação. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

Carbon pricing comes of age

In this episode, Chief Market Strategist Guy Miller is joined by Head of Macroeconomics Charlotta Groth and Macro Climate Economist Brendan Berthold to explore the economic realities of climate transition. The conversation centres on the evolving role of carbon pricing, the acceleration of clean tech innovation, and the persistent link between emissions and economic growth. Key topics include: The global rise of carbon pricing schemes and their economic impact How technological innovation is reshaping incentives for decarbonisation The role of the EU’s Carbon Border Adjustment Mechanism (CBAM) Challenges in aligning climate ambition with economic growth The future of carbon offsets and the need for global standards This episode offers a macroeconomic perspective on climate policy, highlighting the tension between growth and sustainability, and the tools available to navigate it.

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Por ti - Mariana Zina: A nova geração de influenciadores digitais

Neste episódio de estreia da 2.ª temporada do podcast “Por ti”, mergulhamos no universo digital dos jovens e o seu impacto no bem-estar mental. Recebemos a Mariana Zina, a booktoker que se tornou uma voz importante nas redes sociais, para uma conversa sobre a exposição online e a importância de navegar as redes sociais com consciência. Exploramos os desafios de lidar com o "ódio" online, a necessidade de discernir entre o real e o "fake", e o papel fundamental dos pais na educação digital. Uma reflexão essencial sobre como promover uma relação saudável com as redes sociais. Assista à segunda temporada do podcast "Por ti" nas plataformas de podcast, nos canais de comunicação da Zurich e ao conteúdo original publicado no Expresso online.

How to make renewable energy resilient to extreme weather

As Europe accelerates its shift to renewables, a hidden challenge looms: climate vulnerability. In our latest podcast, Emmanuel Mtika, Global Head of Sustainable Energy, joins Matt Holmes, Head of Political and Governmental Affairs, to reveal that nearly half of renewable assets across five key European countries face high climate risk by 2030 and up to 95% by 2050. But there’s good news: the solutions exist and they’re actionable today. From smarter site selection to cost-effective mitigation strategies, this episode is a must-watch for developers, investors and insurers looking to future-proof clean energy. Download the full energy report https://www.zurichresilience.com/industries/energy

Living in a Land of Confusion | Mid-year Outlook 2025 Part 1

This year has upended many global norms—alliances are shifting, markets remain volatile and uncertainty is everywhere. As we navigate these changes, one thing is clear: we’re all adapting to a new reality. Want to know what’s ahead? Read our Mid-Year Outlook for deeper insights and guidance ➡️ https://zurich.io/IM-MYO2025

Living in a Land of Confusion | Mid-year Outlook 2025 Part 2

This year has upended many global norms—alliances are shifting, markets remain volatile and uncertainty is everywhere. As we navigate these changes, one thing is clear: we’re all adapting to a new reality. Want to know what’s ahead? Read our Mid-Year Outlook for deeper insights and guidance ➡️ https://zurich.io/IM-MYO2025

Economic and market implications of the US election outcome on the US, Eurozone and China

In the recent podcast, our experts explore the economic and market implications of the outcome of the US election on the US, Eurozone and China. Håkan Hedström, Head of Asia Pacific Market Strategy Ross Hutchison, Head of Eurozone Market Strategy & Economics Thomas Liebi, Head of US & UK Market Strategy Guy Miller, Chief Market Strategist and Head of Macroeconomics Related links: https://www.zurich.com/economics-and-markets/overview

Spain's captive evolution

In this recent podcast, our experts explore the growing interest in captives among Spanish companies and broader trends across Europe. They discuss the potential for Spain to emerge as the next major captive domicile. The conversation also delves into recent captive formations and the reasons behind Luxembourg being chosen as a preferred domicile. Join us to gain valuable insights into these exciting developments. Podcast Speakers: Adriana Scherzinger, Group Head of Captives, Zurich Commercial Insurance Anna-Marie Jarvis, Head of Commercial Insurance Spain, Zurich Insurance Company Mario Ramirez, Risk & Assets Manager at Exolum and Vice President of AGERS Originally published in GCP Short: Spain’s captive evolution - Captive Intelligence on November 18, 2024. Related links: Read our recent summary on our 2024 Captives Report here: Spotlight on Captives 2024 - Managing an uncertain global risk landscape Learn more about our Captives Services here: Zurich Captives Services | Zurich Insurance Follow us on LinkedIn to stay up-to-date with our latest updates: Commercial Insurance LinkedIn showcase page