May 25, 2023

All that glitters is not gold in the Q1 earnings season, with US earnings already in recession.

May 25, 2023

The commercial real estate sector is getting squeezed by tightening financing conditions but prime assets have remained resilient. After attracting considerable investment in the era of low interest rates, the sector is now battling a storm of cyclical headwinds.

May 17, 2023

As the G7 gathers in Japan this weekend, the US is championing outbound investment curbs on potentially sensitive technologies or the outsourcing of critical production as the next step to de-risk supply chains and reduce dependence on China.

May 17, 2023

Total global insurance premium income amounted to almost EUR5.6trn in 2022. Life remains the largest segment (EUR2.6trn), ahead of p&c (EUR1.8trn) and health (EUR1.1trn). In 2022, the premium pool grew by EUR259bn or +4.9% – against the backdrop of a global inflation rate of 8.6%.

May 11, 2023

As expected, the Bank of England increased interest rates by +25bps today, but it will have to contend with stickier-than-expected inflation ahead.

May 09, 2023

The shift to battery electric vehicles is a game changer for the European automotive industry. Alternative energy vehicle sales reached a record-breaking 4.4mn units in 2022, representing 47% of all new vehicle registrations in Europe.