Market Perspectives ǀ Overfretting about the triple peak

En bref

The monthly ‘Market Perspectives’ by the experts of our Macro & Market Research Team.
Market Perspectives

Highlights:

In this latest issue of our monthly ‘Market Perspectives’, the experts of our Macro & Market Research Team focus among other topics on:

  • The ‘delta’ variant and worries about the triple peak (growth, inflation, stimulus) have tamed the risk rally and sent bond yields lower.
  • This is a consolidation, rather than a trend reversal. Global growth will stay above potential in H2. Policy removal will be far slower than it has been historically. US inflation will recede, but is unlikely to return to the pre-Covid subdued path.
  • While staying prudent over less liquid summer, we maintain a pro-risk bias in our portfolio.

 Download the full report

Overfretting about the triple peak
PDF

Also interesting

Picture

© Generali Investments, tous droits réservés. Ce site internet est publié par Generali Investments et est considéré comme une communication marketing et une promotion financière liée aux produits et services des sociétés du groupe Generali suivantes : Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. et Generali Investments Holding S.p.A. (ci-après dénommées ensemble Generali Investments). En outre, le site peut contenir des communications de marketing et de promotion financière de produits et services de sociétés faisant partie de la plate-forme Multi-Boutiques coordonnée par Generali Investments Partners S.p.A. Società di gestione del risparmio, et en particulier de Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC, Plenisfer Investments SGR, Lumyna Investments et Generali Real Estate S.p.A. Società di Gestione del Risparmio.