Cracks in the shiny surface

In Short

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

Cyclical stocks – which usually have a higher beta – have lagged defensive stocks through the post-SVB equity market bounce, pointing to simmering economic concerns, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

In our latest video, Vincent explains the rationale for defensive positioning against deteriorating economic surprises and still-hawkish central banks.

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