Market Video
Should investors jump on the rate cut bandwagon already?
In our latest video, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, discusses the surging rate cut hopes that broadly lifted asset prices in November. Should investors surf that wave?
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Key Investment themes 2024
Will 2024 see central banks cut rates? How can investors position for an uncertain growth outlook? And is AI optimism a passing trend?
To answer these questions and more, we are pleased to present the latest views from the specialist asset management firms across the Generali Investments ecosystem, as they look ahead to the risks and opportunities that 2024 may presentPortfolio manager Mauro Ratto introduces the new Plenisfer Destination Dynamic Income fund – a new unconstrained bond fund that scours the globe to find ‘best-idea’ fixed income investments while navigating volatility.
Sharing market insights
In our latest video, Vincent Chaigneau, Head of Research at Generali Asset Management, discusses the ‘AI miracle’ and cyclical upgrade behind the continuation of the equity rally, even as rate cut hopes partly evaporated. He reiterates his positive views for the year but warns about signs of exuberance in the recent risk rally.
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