2020 MACRO OUTLOOK

Repression, Introspection, Election

 

2019 was a blockbuster year for financial returns, as equity markets climbed a wall of worry – exactly like in 2016. But 2020 will not be a repeat of 2017, if only because the economic upturn will be much softer this time around.

In this video, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management*, shares his view on next year’s key defining macro themes and financial outlook.

REPRESSION, INTROSPECTION, ELECTION

2020 Outlook by Vincent Chaigneau,
Head of Research

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Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

*Generali Insurance Asset Management S.p.A. Società di gestione del risparmio is part of Generali Investments multi-boutique platform