This year’s risk rally rested on three pillars, two of which now have cracks: trade talks have deteriorated sharply and global growth is cooling off from an artificially strong Q1. The third pillar is standing strong: the Fed is turning ever more dovish.

Those cracks are making financial conditions less stable. Will president Trump obey the ‘reality principle’ soon enough? How to position investments through summer and beyond? 

Vincent Chaigneau, Head of Research, deals with these questions and more in our latest Market video!

Find out more: watch the video and read the latest Market Perspectives!

WET BLANKETS

Market View by Vincent Chaigneau,
Head of Research

MORE INSIGHTS

COVID-19 FACTS & FIGURES
The World Bank is launching a $4 billion financing platform aimed at boosting the production and supply of critical healthcare products in developing countries.
GLOBAL VIEW – ENJOY SUMMER WHILE IT LASTS
As lockdowns have been lifted and global activity rebounded from the Q2 nadir, hopes of a strong recovery have helped risk assets advance further over July.
Generali Investments among preferred asset managers brands in Europe
We are pleased to share with you the outcome of the first survey on “Preferred Asset Management Firms by European fund selectors” run by Cerulli Associates, in which Generali Investments ranked #11.