S5 Ep. 15

Insurance Uncut: Tariffs and trends - the CIO perspective

Insurance consulting

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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.