#PODCAST
LIFE AFTER COVID: THE LDI VIEW

Listen to the Podcast by Vincent Chaigneau, Head of Research at Generali Insurance Asset Management S.p.A. Società di gestione del risparmio

Listen to the dedicated Podcast by Vincent Chaigneau, Head of Research,  on the key topics analysed in the White Paper Life after Covid, covering our view on the economic recovery, new behaviours in the aftermath of the pandemic and the unique opportunities for a European fiscal and political integration. 

From an investment perspective, the paper examines opportunities and risks in the Credit sector – highlighting key differences between the Global Covid Crisis (GCC) and the Great Financial Crisis (GFC) – and investigates the impact on the insurance sector and LDI trends.

PODCAST:<br>LIFE AFTER COVID - <br>THE LDI VIEW

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

RELATED INSIGHTS

COVID-19 FACTS & FIGURES
G7 finance ministers are expected to signal their support for extending a debt relief programme aimed at helping the poorest countries. SinoVac’s CEO said the company will be ready for worldwide distribution of its coronavirus vaccine by early next year. Moderna says it expect to produce 20 million doses of its experimental vaccine by the end of the year.
CHINA’S AGGREGATE DEMAND SHOWS SIGNS OF CATCHING UP
China’s August data set came in on the strong side. Even more importantly, the recovery seems to broaden to the demand side which had been lagging behind so far. However, in part the data may look too positive, as a payback effect from previous flooding may be involved. This implies that the outlook still needs confirmation.
EQUITIES: POSITIVE RETURNS AHEAD DESPITE CHALLENGES
Equity markets have rebounded from a historical slump in Q1, with US markets even posting fresh record highs. We acknowledge the risen risks of setbacks amid loftier valuations, elevated political risks (US elections, Brexit and US-China frictions) and Covid uncertainties into autumn.