Fostering positive change through investments: Generali leverages its role as a key global institutional investor and asset manager to apply strict ESG (Environmental, Social and Governance) criteria to the Group’s investments.
Global equities continue to shoot for the stars, while central banks are starting to show their teeth in response to higher inflation surprises. Isn’t the yield curve flattening a warning about the cycle? And aren’t the major equity tailwinds running out of steam?
Vincent Chaigneau, Head of Research at Generali Investments, addresses the dissonance in markets and explains how investors can adjust their positioning against rising policy uncertainty.
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