Chasing the bandwagon?
Cautious investor will fear to miss out the synchronized bond and equity rally that has extended into November. A lower-than-expected Oct. US inflation print emboldened markets to price a sharper Fed pivot for late 2024.
The Spotlight ǀ Generali Investments Podcast
A slow road to inflation normalisation
Our December Podcast-Interview with Dr. Thomas Hempell, Head of Macro & Market Research at Generali Insurance Asset Management
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