"The Fed's medicine is working"18 September 2023
Ahead of his intervention at Insurance Asset Risk Americas 2023 conference, Thomas Holzheu, chief economist Americas, deputy head of group economic research and strategy at Swiss Re, discusses the macro-economic and geopolitical outlook.
CIOs to fasten seatbelts for bumpy landing as Fed spots runway13 September 2023
"The Fed won't hike rates next week," former president of Kansas City Fed predicts. While asset owners are at odds on the likelihood of a recession and asset managers brace themselves for what will not be a "piece of (cheese)cake"
US will not suffer from the UK crisis03 October 2022
US financial policymaking more robust than "out-of-sync" Treasury
Biden's Infla... Investment Reduction Act?05 September 2022
The US Chamber of Commerce has criticised President Biden's Inflation Reduction Act, warning that it will "discourage investments" and "undermine economic growth", but do the means justify the ends when it comes to ESG? Abbie Wood finds out
Residential on the rise23 August 2022
Residential assets are a hot topic, but is the trend in conversation correlated to a trend in asset allocation? And do these assets really provide the inflation protection that some hope for? Abbie Wood asks
'Keep calm and carry on,' say US insurers22 June 2022
Insurers should look to long-term allocations as markets tank
Even lower for longer scenario leaves insurers with slim pickings on the horizon22 September 2020
IAR Americas economist panel fear torturous grind for future insurance investment prospects
Risk of Japanification is not a worst case, Swiss Re chief economists say13 November 2019
Haegeli and Holzheu predict increased allocation to illliquids and non-EU assets for European insurers
Video: Swiss Re chief economist Americas on current market risks04 November 2019
Thomas Holzheu was speaking at Insurance Asset Risk Americas 2019
Interest rate woes for Canadian insurers21 August 2014
Kulli Tamm and Thomas Holzheu examine the impact of low interest rates on Canadian life and P&C insurers.