Markets are volatile but resilient | Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

A “nimble” Fed will focus on taming inflation without destroying the recovery, explains Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. In this podcast, Vincent discusses why comparisons to 2018 are overblown. 2022 will be a volatile year, but inflation-proofed assets, including selected equity markets, will show resilience.

Chapters details:

• 00:21 The start of the year has been wild. Can you pls try and separate the wheat from the chaff?
• 01:43 Some compare 2022 to 2018, a year of Fed hike and quantitative tightening. Should we worry?
• 03:05 What about the ECB?
• 03:58 Do you think the January clean-up and rotation are now well advanced?
• 05:02 To conclude, how to adjust portfolios and investment strategies in this more challenging environment?

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 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.

Chapters

• 0:21 The start of the year has been wild. Can you pls try and separate the wheat from the chaff?
• 1:43 Some compare 2022 to 2018, a year of Fed hike and quantitative tightening. Should we worry?
• 3:05 What about the ECB?
• 3:58 Do you think the January clean-up and rotation are now well advanced?
• 5:02 To conclude, how to adjust portfolios and investment strategies in this more challenging environment?