Market Video
Should investors jump on the rate cut bandwagon already?
In our latest video, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, discusses the surging rate cut hopes that broadly lifted asset prices in November. Should investors surf that wave?
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The Longevity Economy: Unlocking an untapped megatrend
The global population isn’t just ageing: people are living longer and increasing their well-being for prolonged health, too. With growing senior populations now driving a significant and ever-increasing portion of economic activity, the ‘longevity economy’ is a rich source of untapped growth opportunities.
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Vincent Chaigneau, Head of Research at Generali Asset Management, provides his key views and investment implications for the coming year.
In our latest video, Vincent describes the financial environment at the start of 2024, somewhat a mirror image of that of early 2023: the consensus has shifted from gloom to Goldilocks. The consensus is not always wrong, but positioning creates a wedge between the immediate market perspective and the annual outlook.
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Sharing latest views, research and investment insights from across our ecosystem of asset management firms.