Central banks are facing a balancing act in preparing markets for an unwinding of emergency measures, as accelerated vaccinations and receding infections will allow for lifting pandemic restrictions. With markets at an equilibrium, how will the Fed and ECB proceed into summer?
Inflation concerns are still prevalent, demand is surging, climate change and energy transition are impacting markets, with oil prices at their highest levels since 2018.
Bond prices have regained some stability, but how will yields develop going into summer and what will this mean for stock markets?
We’ll talk about this and much more in our June Podcast interview with Vincent Chaigneau, Head of Research at Generali Investments.
Listen to the Podcast now:
Head of Research
Vincent Chaigneau joined Generali Investments in August 2017 as the Head of Research and Head of Group Investment Strategy. In his current role, he is in charge of a unit currently consisting of 25 economists, strategists and credit/equity analysts based in Paris, Cologne, Trieste and Milan. In addition to this, he manages Generali’s Group Insurance Research, a 10-strong team covering insurance and financial service markets around the world and delivering proprietary industry forecasts, market intelligence and megatrend studies.
Vincent joined the Generali Group from Societe Generale Corporate & Investment Banking, where he spent 24 years between Paris, New York and London, last serving as the Co-Head of Fixed Income Research, and Head of Rates & FX Strategy.
A French citizen, Vincent Chaigneau holds a Master’s Degree in International Economics and Finance, and a Podevraduate Degree in Economics and Finance from the University of Bordeaux.