Semi-annual outlook video | Whatever it takes, in reverse

In Short

Central banks are on a mission to fight the inflation beast, whatever it takes… but quite in reverse: it is no longer about preventing a recession/deflation or preserving the EA stability, but re-anchoring inflation expectations and restoring credibility, notwithstanding the recession risk. The financial mood will remain gloomy this summer as economic data deteriorates while central banks walk their hawkish talk.

Watch the semi-annual outlook video with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. 
 

THIS MIGHT ALSO INTEREST YOU

Read our Investment View Q2 2022, released by the Research Team

Generali Investments logo in grey

© Generali Investments, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).