Zurich yearly investments outlook
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Latest yearly investment articles
In our mid-year investment outlook for 2026, the Investment Solutions Team at Zurich highlight how investors can navigate complexity and find opportunities across the global investment markets.
As we enter 2025, we look to maintain perspective and to balance the risks across respective asset classes.
As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023.
As we enter 2022, we continue to prefer equities to other asset classes, such as eurozone government bonds and cash. This preference is predicated on the enduring relative valuation thesis, robust corporate earnings expectations, and the positive global growth trajectory.