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Wednesday, November 4, 2026

Macro

Geopolitical fragmentation reroutes capital toward Asia
Andrew Hare, Japan head, Marsh Re, and Justin Ward, Pacific head, Marsh Re, over Tokyo and Sydney.
Three older women walk along a beach near the water.
Four older adults walk along a sunny coastal trail.
Older adults with walkers gather at a scenic overlook above a city and waterfront.
An adult and child stand with umbrellas beside a flooded road and a “Reduce Speed” warning sign.
Australia moves to cut private health insurance rebates for over-65s from April 2027
Australia Hospital
Aerial view of a busy shipyard with several large cargo ships in dry docks, cranes towering above, and turquoise water surrounding the docks.
Close-up of a blue-tinted glass chess set on a reflective surface, with a translucent globe in the center against a dark background.
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