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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.
This podcast is for information purposes only and should not be taken as advice. All views expressed by podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast.
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