A pivotal moment for Markets? Tapering is in sight - Interview with Vincent Chaigneau, Head of Research at Generali Investments

Fed surprised almost everyone in June by initiating the tapering discussion. They are worrying about inflation risk and turning less dovish, yet long rates have dropped following the June FOMC. 

We'll talk about this and the key investment calls into summer in our Podcast interview with Vincent Chaigneau, Head of Research at Generali Investments. 

Chapters details:

• 00'22'' The Fed surprised almost everyone in June by initiating the tapering discussion. Is this a pivotal moment for markets? 
• 01'37" The Fed is worrying about inflation risk and turning less dovish, yet long rates have dropped following the June FOMC? What do you make of it? Does it alter your strategic views? 
• 02'50'' the Fed will be cautious, but tapering is approaching. The US fiscal impulse is also starting to diminish. Is this what we call peak policy, and does it make you more defensive?
• 04'26'' To conclude, what are your key investment calls into summer? 

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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

• 0:22 The Fed surprised almost everyone in June by initiating the tapering discussion. Is this a pivotal moment for markets?
• 1:37 The Fed is worrying about inflation risk and turning less dovish, yet long rates have dropped following the June FOMC? What do you make of it? Does it alter your strategic views?
• 2:50 the Fed will be cautious, but tapering is approaching. The US fiscal impulse is also starting to diminish. Is this what we call peak policy, and does it make you more defensive?
• 4:26 To conclude, what are your key investment calls into summer?