Raining, but not pouring

In Short

Interview with Vincent Chaigneau, Head of Research at Generali Asset Management

In our latest video, Vincent Chaigneau, Head of Research at Generali Asset Management discusses what’s making global markets less sunny despite improving global economic news. The main headwind comes from higher yields for longer. But on the plus side a lot of (and probably too much) bad inflation news is now priced in.

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