This week, we speak with David Thompson, Chief Investment Officer at Zurich Insurance Company. David has over 35 years of experience in financial markets. We discuss:
• The rationale behind recent tariff policies, their effect across economies, and how insurers should adapt.
• Why bond market reactions influenced political decisions, and what this reveals about economic policy in practice.
• How global market shifts impact both sides of the balance sheet, and why investment strategy matters—even for short-tailed business.
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