The Spotlight | Generali Investments Podcast
Do not jump the gun on Fed pivot
After a summer of two halves, how should investors position? Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, explains why forceful central bank actions, an increasingly systemic energy crisis and rising recession risks still support a defensive investment stance.
What do investors need to know?
With Italian voters going to the polls this Sunday, Paolo Zanghieri, Senior Economist, and Mauro Valle, Head of Fixed Income, explain what investors may expect in terms of political risk and Italian government bonds in the immediate aftermath and the first few months of the new government.
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