The Spotlight | Generali Investments

Will the decline in bond yields continue? - Interview to Vincent Chaigneau, Head of Research at Generali Investments

September 06, 2021 Generali Investments
The Spotlight | Generali Investments
Will the decline in bond yields continue? - Interview to Vincent Chaigneau, Head of Research at Generali Investments
Chapters
0:21
The economic news has been underwhelming over summer, particularly in China and US. Is this affecting your forecasts and market views?
1:40
Is the pullback in bond yields - over June and July - a mere correction rather than the sign of a new trend?
2:38
Are the Central Banks willing to reduce support?
4:04
What are the main risks?
5:29
What are the key investment calls into year-end?
The Spotlight | Generali Investments
Will the decline in bond yields continue? - Interview to Vincent Chaigneau, Head of Research at Generali Investments
Sep 06, 2021
Generali Investments

The delta variant and the slowdown in growth have weighed on bond yields, which fell in June and July 2021. Will this phenomenon persist? Vincent Chaigneau, Head of Research at Generali Investments, explains his views.


Chapters details:

  • 0:21 The economic news has been underwhelming over summer, particularly in China and US. Is this affecting your forecasts and market views?
  • 1:40 Is the pullback in bond yields - over June and July - a mere correction rather than the sign of a new trend?
  • 2:38 Are the Central Banks willing to reduce support?
  • 4:04 What are the main risks?
  • 5:29 What are the key investment calls into year-end?


 ***
 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.

Show Notes Chapter Markers

The delta variant and the slowdown in growth have weighed on bond yields, which fell in June and July 2021. Will this phenomenon persist? Vincent Chaigneau, Head of Research at Generali Investments, explains his views.


Chapters details:

  • 0:21 The economic news has been underwhelming over summer, particularly in China and US. Is this affecting your forecasts and market views?
  • 1:40 Is the pullback in bond yields - over June and July - a mere correction rather than the sign of a new trend?
  • 2:38 Are the Central Banks willing to reduce support?
  • 4:04 What are the main risks?
  • 5:29 What are the key investment calls into year-end?


 ***
 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.

The economic news has been underwhelming over summer, particularly in China and US. Is this affecting your forecasts and market views?
Is the pullback in bond yields - over June and July - a mere correction rather than the sign of a new trend?
Are the Central Banks willing to reduce support?
What are the main risks?
What are the key investment calls into year-end?