Geopolitical shockwave settles into the real economy
Geopolitical tensions in the Middle East are now flowing through to Australian markets, driving higher fuel costs, supply chain pressure, and shifting insurance conditions. This insight explores the impact on energy, construction, exports and claims, and how insurers are responding through pricing, capacity and underwriting. It also examines how AI and technology are accelerating risk detection, claims handling and cyber exposure.
Insight 2:Insurance Exposure in Wartime Conditions
An examination of how geopolitical conflict reshapes insurance markets, including marine war risk, cyber warfare exclusions and systemic exposure.
Insight 1: Wartime Risk: Reading the Signals
An analysis of emerging wartime risk signals, geopolitical tension and how conflict indicators affect global markets, supply chains and insurance risk.
Insight 3:Historical Patterns: Winners and Losers in Wartime Economies
Historical patterns show how wartime economies shift demand across industries, creating growth in defence and energy while pressuring travel, tourism and services.