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? Tune in to our podcast, hosted by Zurich Chief Market Strategist & Economist, Guy Miller.
Bond yields are soaring. Markets expect more rate hikes. But the outlook may not be quite that simple. In the latest Monthly Investment Insights, Chief Market Strategist & Economist Guy Miller explores the key forces shaping global markets and what they could mean for investors in the months ahead. - Government bond yields have reached multi-year highs, but valuations are beginning to look stretched. - Markets may be pricing in too many future rate hikes, with central banks likely ...
2 Sept 2026
Will the Fed raise rates again? | Monthly Investment Insights
Will central banks keep tightening, and what would that mean for markets? In the latest Monthly Investment Insights, Chief Market Strategist & Economist Guy Miller breaks down the forces shaping markets as we move into September. - Interest rates may rise further as economic growth remains more resilient than expected and inflation continues to track above central bank targets. - A potential pain point has been reached in the US Treasury market, with policymakers signalling a willi...
1 Jul 2026
The trends, risks and opportunities investors should watch
What’s driving global markets in the second half of the year? In the latest Mid-Year Outlook, Chief Market Strategist & Economist @Guy Miller breaks down why markets continue to surprise on the upside. Global growth remains steadyCentral banks may pause prolonged tighteningTech investment (especially AI and semiconductors) is driving momentumEquities still have room to run Despite geopolitical noise and oil shocks, markets are proving resilient, supported by liquidity, earnings and c...
2 Jun 2026
Inflation creeps higher: What it means for markets
Inflation is rising again but markets are still moving higher. Are markets underestimating inflation risk or pricing in something bigger? This month’s Investment Insights breaks down the real drivers behind investor optimism. Get the latest market perspective from Chief Market Strategist & Economist Guy Miller in his new Key Investment Insights video. - Higher but manageable inflation - Central banks switch to hawkish mode - Equities have further to run
Get the latest market perspective from Chief Market Strategist Guy Miller in his new Key Investment Insights video. This month's key points: - Oil prices still extended as the Strait of Hormuz remains closed - Stocks rebound as investors put the war behind them - Corporate earnings are strong, with expectations are rising
12 Mar 2026
Growth vs. Middle East Conflict: Will It Hold? | Monthly Investment Insights
Get the latest market perspective from Chief Market Strategist Guy Miller in his new Key Investment Insights video. This month's key points: - Global growth to withstand Mid East conflict - Financial markets vulnerable to a setback - US Supreme Court shows institutional integrity
22 Jan 2026
USD 400 billion in tech investment: Is it really that much? | Monthly Investment Insights
Key developments: Equities start 2026 in rude health, and the MSCI World Index hits a record high as the rally broadensGeopolitical tensions pick up as Venezuela's President Maduro is ousted by the US, but the market reaction has been mutedGovernment bond yields remain rangebound, supported by constructive inflation data, with little impact from geopolitical events
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