The Spotlight | Don’t count on the central bank put

En bref

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

The persistence of inflation in the context of rising social tensions and wage pressures increases the risk of policy overshooting. Meanwhile, recession risks continue to grow, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. Don’t rush to re-risk portfolios just yet. In this podcast, Vincent explains why, although we are approaching an inflexion point in the pace of monetary tightening, that may not be enough to trigger a strong and sustained reversal in real long-term rates and market sentiment. 


Listen to the Podcast now:

Vincent Chaigneau

If you are having trouble listening to the podcast, please click here.

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.