There Is Still an Appetite for Risk Assets, Says Zurich Insurance’s Miller

The transcript discusses ongoing trade talks and their impact on markets, highlighting the potential for a deal despite current market sell-offs. It examines the direct and indirect costs of tariffs, particularly on US consumers and the global economy, which is already fragile. The discussion shifts to investor strategies in light of economic uncertainty, emphasizing the continued appetite for risk assets like equities. Finally, it explores potential asset opportunities, noting that equities may still have upside potential, while credit markets could be vulnerable. The need for caution as global growth slows is emphasized.

What are the potential consequences of tariffs on the US consumer?

What factors contribute to the fragility of the global economy currently?

How do tariffs impact global trade and industrial manufacturing?

What is the outlook for risk assets in light of ongoing trade tensions?

In what ways might investors adjust their strategies in response to economic uncertainty?