The Spotlight | Generali Investments Podcast: Premature to reload risk

In Short

Our May Podcast-Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

April’s poor macro data and market performance are vindicating the team’s defensive and anti-cyclical stance, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. In this podcast, Vincent explains why the Fed may slow down a bit by late summer, right as the global economy enjoys a temporary reprieve. For now, however, his investment recommendations focus on navigating a deteriorating economic environment and fast policy adjustment.

Chapter details

  • 0:21 Vincent, the latest economic news is underwhelming. Are you concerned?
  • 1:46 Q1 was tough for financial markets. April just got worst. Where is the bottom?
  • 3:11 What will stop the rot and when, then?
  • 4:20 What about Europe, and the ECB in particular?
  • 5:14 So, Vincent, to conclude, how to invest in this environment?

Listen to the Podcast now:

Vincent Chaigneau

Vincent Chaigneau

Head of Research at Generali Insurance Asset Management

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