Podcast | No rush to chase the recovery

In Short

Our April Podcast with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.

Risk assets have climbed a wall of worry in March, but face headwinds in Q2, explains Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. The Russia-Ukraine conflict remains the biggest uncertainty. A global slowdown is in the offing, complicating the job of central banks now ready to walk their hawkish talk. In this environment, the team sees no rush to chase the risk rally and recommends to reduce the cyclicality of portfolios while adding to Defensives.

 

Listen to the Podcast now:

Picture
Picture
Picture
Picture

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. 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.