The Spotlight | Generali Investments

Grand Reopening - Interview with Vincent Chaigneau, Head of Research at Generali Investments

May 04, 2021 Generali Investments Season 1 Episode 17
The Spotlight | Generali Investments
Grand Reopening - Interview with Vincent Chaigneau, Head of Research at Generali Investments
Show Notes Chapter Markers

Global economy is enjoying a grand reopening with treasury yields pulling back a bit, global equities reaching new record highs, equity volatility dropping to levels unseen since the inception of the pandemic. Furthermore, inflation is under pressure as well as bond yields. What should we expect for summer?

Find out more in this interview with Vincent Chaigneau, Head of Research at Generali Investments.


Chapters details:

  • 00'21'' Are the current Goldilocks conditions set to continue into summer? 
  • 01'47" Inflation seems to be on everyone’s lips. Are you worried?  
  • 03'19'' Are bond yields set to rise further? Will central banks let it happen?
  • 04'27'' To conclude, what are your investment recommendations into summer?



 ***
 Disclaimer
This podcast is based on information and opinions which Generali Insurance Asset Management S.p.A. Società di gestione del risparmio considers as reliable. However, no representation or warranty, expressed or implied, is made that such information or opinions are accurate or complete. Generali Investments Partners S.p.A. Società di gestione del risparmio, distributor of this podcast, periodically updating the contents of this podcast, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible changes or losses related to the improper use of the information herein provided. Opinions expressed in this podcast represent only the judgment of Generali Insurance Asset Management S.p.A. Società di gestione del risparmio and may be subject to any change without notification. They do not constitute an evaluation of any strategy or any investment in financial instruments. This podcast does not constitute an offer, solicitation or recommendation to buy or to sell financial instruments. Generali Investments Partners S.p.A. Società di gestione del risparmio and Generali Insurance Asset Management S.p.A. Società di gestione del risparmio are not liable for any investment decision based on this podcast. Generali Investments may have taken, and may in the future take, investment decisions for the portfolios it manages which are contrary to the views expressed herein. Any reproduction, total or partial, of this podcast is prohibited without prior consent of Generali Investments Partners S.p.A. Società di gestione del risparmio. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche. Generali Investments is a commercial brand of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A.

Are the current Goldilocks conditions set to continue into summer?
Inflation seems to be on everyone’s lips. Are you worried?
Are bond yields set to rise further? Will central banks let it happen?
To conclude, what are your investment recommendations into summer?