• "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 runway

    13 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 crisis

    03 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 rise

    23 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 insurers

    22 June 2022

    Insurers should look to long-term allocations as markets tank

  • Even lower for longer scenario leaves insurers with slim pickings on the horizon

    22 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 say

    13 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 risks

    04 November 2019

    Thomas Holzheu was speaking at Insurance Asset Risk Americas 2019

  • Interest rate woes for Canadian insurers

    21 August 2014

    Kulli Tamm and Thomas Holzheu examine the impact of low interest rates on Canadian life and P&C insurers.