The Spotlight ǀ Generali Investments Podcast: Financial dissonance is deafening

In Short

Our November Podcast-Interview with Vincent Chaigneau, Head of Research at Generali Investments
Podcast

Global equities continue to shoot for the stars, while central banks are starting to show their teeth in response to higher inflation surprises. Isn’t the yield curve flattening a warning about the cycle? And aren’t the major equity tailwinds running out of steam?

Vincent Chaigneau, Head of Research at Generali Investments, addresses the dissonance in markets and explains how investors can adjust their positioning against rising policy uncertainty.

Chapters details:

  • 00:19 Over the past month, equity markets more than reversed the September drawdown. Is the rally set to continue into the turn of the year?
  • 01:44 Central banks are showing their teeth, you said. Will they bite?
  • 03:54 Last month already you focused on the global chain disruptions and the energy crunch. Is the supply shock alive and well or is it starting to ease?
  • 05:03 To conclude, how to adjust portfolios and investment strategies in this more challenging environment?
     

Listen to the podcast now:

Also interesting

Picture

Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments).