The Spotlight ǀ Inflation: The good, the bad and the ugly

In Kürze

We talked to Antonio Cavarero, Head of Investments at Generali Insurance Asset Management, to understand why inflation can be both a bane and boon for different investments.

Please be aware that the content of this podcast is only for professional investors in Austria, France, Italy, Germany, Spain and Portugal.

 

LISTEN TO IT NOW! Here's what we covered during the interview: 

0:24 - What is your view on inflation? And are you concerned that the uncertainty could lead to central banks making a policy error?

 

3:22 - What investment opportunities do you see rising out of higher inflation?

 

4:12 - How can investors best hedge their portfolios against the negative effects of inflation?

 

.

Marco Mencini
Listen on Spotify pill button
Listen on Apple Podcasts pill button
Listen on Google Podcasts pill button

If you are having trouble listening to the podcast, please click here.

Picture

Part of Generali Investments' platform

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