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Insights
Our evaluations and analyses
CIO View
Mar 06, 2025
CIO Flash
Europe: the wake-up call has been heard
More defence, more investment, more debt, more growth
Feb 28, 2025
Americas
Americas CIO View
Altitude Sickness: Breathe, go slowly, stick to the big markers
Feb 28, 2025
Chart of the week
India will grow but needs to change the mix
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
Feb 24, 2025
CIO Flash
German election 2025: Not quite a sweeping mandate
Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.
Feb 21, 2025
Chart of the week
High hopes – Germany’s 2025 federal elections
Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.
Feb 14, 2025
Chart of the week
Is Spain becoming a model country?
The bond market bathes in the positive sentiment
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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.
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CIO View
