A collection of the world’s most prominent leaders convened at the 2026 World Economic Forum in Davos last week. As is somewhat common these days, the assembly resulted in a few dramatic developments. 

Global equity markets finished the first full week of 2026 on the front foot, posting strong gains. Performance was driven by aerospace and defence stocks amid expectations for greater US defence spending.

As 2025 ends, it’s clear that patience and discipline paid off. Despite unsettling headlines and economic concerns, markets showed unexpected resilience.

With a round up of the global markets, Zurich's monthly investment news gives a comprehensive guide to whats been happening across the markets and key fund performances.

October’s investment markets were shaped by political uncertainty and cautious central bank policies. Get the full insight in this month’s market news.

US equities continued their upward trend in September, driven by optimism in technology, shifts in monetary policy, and positive labour market developments.

In our annual Investment Outlook, we review 2025, and as we enter 2026, look at opportunities across the global markets for investors. 

The Zurich Investment Outlook is produced twice yearly by the team at Zurich Investments, based in Dublin, Ireland. This publication provides an in-depth insight into our current thinking and positioning, and expands on the reasons behind our economic views to our clients and customers.

As we enter 2025, we look to maintain perspective and to balance the risks across respective asset classes.