Climbing a wall of worries? It is very slippery
Central banks are still showing their teeth, though their distancing from forward guidance is likely coinciding with a pivot towards less aggressive tightening. This pivot helped Equities and Bonds climb a wall of worries in July (lots of bad economic news and rate hikes priced in).
Semi-annual outlook video | Whatever it takes, in reverse
with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management
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