The Spotlight ǀ Generali Investments Podcast: Should investors embrace a more defensive stance?
If summer was all about Goldilocks conditions, are the three bears on their way home for winter? Vincent Chaigneau, Head of Research at Generali Investments, explains why the persistence of global supply chain disruptions and the surge in commodity prices are reasons for a more cautious stance heading into the end of 2021.
- 00:21 Financial markets have recently turned more unstable, and volatility has picked up. Should investors embrace a more defensive stance into yearend?
- 02:07 What exactly is happening there?
- 03:34 Why is the surge in commodity prices so toxic for the economy and markets?
- 05:11 To conclude, how to adjust portfolios and investment strategies in this more challenging environment?
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