Highlights:

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.