Insights

CIO View

Mar 28, 2025 Chart of the week

Germany’s emissions fall but more is needed

Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.

Mar 24, 2025 Letter to Investors

U.S. confusion and European revival

Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.

Mar 24, 2025 Forecasts

Our forecasts

In light of the very dynamic market environment these forecasts are subject to change at any time.

Mar 21, 2025 Chart of the week

Learning to live with Trump

Nothing is all that certain in Washington these days. This was the backdrop against which we devel-oped the latest update to our strategic 12-month outlook.

Mar 17, 2025 Americas

Americas CIO View

Tariff Disturbances: More uncertainty on trade and to what end?

Mar 14, 2025 Chart of the week

Securing Europe’s security and growth with less energy waste

Europe's economies wasted billions of euros through the inefficient use of energy

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Investment Topics

Back to normal? How Asian insurers are responding to rising interest rates

Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.