A respite, rather than a Santa rally

In Short

Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

In our latest video, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, explains why he is uneasy about the stock market outperformance vs. bonds in 2023. 

Long yields may have peaked, but QT and headwinds from Japan will limit the near-term downside.

WATCH OUR VIDEO...

Picture

© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Asset Management S.p.A. Società di gestione del risparmio, and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR and Generali Real Estate S.p.A. Società di Gestione del Risparmio.