Europe’s recovery is booming, but is inflation here to stay?

In Kürze

Mauro Valle, head of fixed income at Generali Investments Partners S.p.A. Società di gestione del risparmio and manager of the GIS Euro Bond fund range, discusses why he is cautious on inflation risk and why the outlook is positive for Italian government bonds.

MARKETING COMMUNICATION FOR PROFESSIONAL INVESTORS IN ITALY, FRANCE, GERMANY, SPAIN, PORTUGAL, AUSTRIA

Tantrum-free taper…

The European Central Bank’s announcement on 12 September that it will slow the pace of its pandemic bond-buying programme in Q4 of 2021 was widely expected by markets, and the reassurance of Christine Lagarde’s message that this is a “recalibration” not a taper meant the central bank was able to dial down its level of stimulus without provoking an immediate market crisis.

 Download the full article

Mauro Valle: is inflation here to stay?
Mauro Valle

Mauro Valle

Head of Fixed Income at Generali Investments and manager of the GIS Euro Bond fund range

Picture

© Generali Investments, alle Rechte vorbehalten. Diese Website wird von Generali Investments zur Verfügung gestellt und gilt als Marketingkommunikation und Finanzwerbung für die Produkte und Dienstleistungen der folgenden Unternehmen der Generali Gruppe: Generali Asset Management S.p.A. Società di gestione del risparmio und Generali Investments Luxembourg S.A. (im Folgenden gemeinsam Generali Investments). Darüber hinaus kann die Website Marketingkommunikation und Finanzwerbung für Produkte und Dienstleistungen von Unternehmen enthalten, die Teil der von Generali Asset Management S.p.A. Società di gestione del risparmio koordinierten Multiboutique-Plattform sind, insbesondere von Infranity, Sycomore Asset Management, Aperture Investors LLC, Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR und Generali Real Estate S.p.A. Società di Gestione del Risparmio