With selected research partners, we explore the future of risk coverage, assess changes in the risk landscape and act as a catalyst for industry change.
After better than expected 1Q19 macro figures, global growth is set to weaken again. Long bond yields are likely to remain lower than previously expected amid the recent intensification of trade tensions. We expect an “insurance” cut by the Fed in September, and then central banks to take a “wait-and-see” approach. Risks to the outlook are skewed to the downside, with further escalation of the trade war our #1 risk.
Economic Outlook
Economic and financial risk insights - early macro spring proved short-lived, but bad macro doesn't mean bad markets
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sigma research
Our data driven research publications, including the industry leading sigma, enable risk focussed decision making and identify strategic opportunities in the re/insurance industry.
