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business
Hosted by Unknown Host · business · EN-US · 69 episodes
Welcome to Zurich Insurance Podcasts Series
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Signup to Generate a PitchZurich Insurance is a business podcast hosted by Unknown Host, with 69 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts Zurich Insurance, a business show with 69 episodes published.
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Zurich Insurance
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?
Zurich Insurance
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.
Zurich Insurance
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
Zurich Insurance
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
Zurich Insurance
<p>Tulsi Naidu, CEO APAC, Zurich Insurance, and Jennifer Richards, CEO APAC,<br/>Aon, explore how Asia Pacific's fast-growing economies can better manage rising climate risk.<br/><br/>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.<br/><br/>More on Zurich Talks: https://www.zurich.com/zurich-talks</p>
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