The Spotlight ǀ Inflation: The good, the bad and the ugly

In Short

We talked to Antonio Cavarero, Head of Investments at Generali Insurance Asset Management, to understand why inflation can be both a bane and boon for different investments.
Podcast

Please be aware that the content of this podcast is only for professional investors in Austria, France, Italy, Germany, Spain and Portugal.

 

LISTEN TO IT NOW! Here's what we covered during the interview: 

0:24 - What is your view on inflation? And are you concerned that the uncertainty could lead to central banks making a policy error?

 

3:22 - What investment opportunities do you see rising out of higher inflation?

 

4:12 - How can investors best hedge their portfolios against the negative effects of inflation?

 

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Marco Mencini
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