Cookie Settings
Picture
Contatti
Picture

Reflation boon and bane

In breve

The monthly ‘Market Perspectives’ by the experts of our Macro & Market Research Team. Listen to our Podcast and download the research paper to get the full view!

Highlights:

In this latest issue of our monthly ‘Market Perspectives’, the experts of our Macro & Market Research Team focus among other topics on:

  • While acknowledging stretched investor positions and residual risks from Covid-19 mutations, we expect a strong economic rebound in the spring to keep financial conditions underpinned.
  • An intensifying US inflation debate, however, poses risks for fixed income. Equities should prove resilient, but the recent pick-up in real yields deserves to be watched. It is more toxic for highly valued risk assets, incl. Growth stocks.
  • Overall, we maintain a moderate pro-risk tilt in our portfolios, with potential equity setbacks providing buying opportunities into a broader ‘spring reopening’.

Download the full report 

Market Perspectives ǀ Reflation boon and bane
PDF

Podcast | The Spotlight

Vincent Chaigneau


Vincent Chaigneau

Head of Research at Generali Investments

Listen on Spotify pill button
Listen on Apple Podcasts pill button
Listen on Google Podcasts pill button

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

Competenze
Investimenti Responsabili
Insights
Chi Siamo
Contatti
Picture
Picture

© Generali Investments, tutti i diritti riservati. Questo sito web è fornito da Generali Investments ed è considerato come una comunicazione di marketing e una promozione finanziaria riferita ai prodotti e servizi delle società elencate di seguito, appartenenti al Gruppo Generali: Generali Asset Management S.p.A. Società di gestione del risparmio & Generali Investments Luxembourg S.A. (nel prosieguo, congiuntamente indicate come Generali Investments). Inoltre, il sito può contenere comunicazioni di marketing e promozioni finanziarie di prodotti e servizi di società appartenenti alla piattaforma coordinata da Generali Asset Management S.p.A. Società di gestione del risparmio, nello specifico di Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR e Generali Real Estate S.p.A. Società di Gestione del Risparmio

Note Legali
Informativa Sui Cookie
Informativa Sulla Privacy
Termini e Condizioni
Copyright
Glossario