The Spotlight ǀ Generali Investments Podcast: Markets are volatile but resilient

In Short

Our February Podcast-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?
Vincent Chaigneau

If you are having trouble listening to the podcast, please click here.

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. This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).