Zurich Insurance

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Latest episode

Aug 2026

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EN-US

About the show

Welcome to Zurich Insurance Podcasts Series

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60 recent

September 9, 202648 min

Can AI Transform the Global Economy? | Topical Thoughts

In this episode, Zurich's Head of Macroeconomics Charlotta Groth, Head of Market Strategies Puneet Sharma and Chief Market Strategist & Economist Guy Miller discuss key findings from their latest Topical Thoughts paper, "The AI revolution: a snapshot in time." Together, they explore whether the trillions being invested in AI today can translate into stronger productivity, sustainable economic growth and attractive opportunities for investors. With hyperscalers such as Amazon, Alphabet, Meta and Microsoft leading a wave of unprecedented spending, the debate is shifting from AI adoption to AI impact. Can artificial intelligence accelerate scientific discovery, reshape industries and unlock a new era of economic growth, or will the benefits fall short of the investment? The key question is no longer whether AI will be adopted, but whether it can transform the way businesses, economies and societies operate.

August 27, 202624 min

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?

July 13, 202610 min

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.

July 12, 202624 min

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.

July 11, 202634 min

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

July 10, 202632 min

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

June 12, 202612 min

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

May 15, 202632 min

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.

May 7, 2026Episode 118 min

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.

November 25, 2025Episode 626 min

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.