#PODCAST
LIFE AFTER COVID: THE LDI VIEW

Listen to the Podcast by Vincent Chaigneau, Head of Research at Generali Insurance Asset Management S.p.A. Società di gestione del risparmio

Listen to the dedicated Podcast by Vincent Chaigneau, Head of Research,  on the key topics analysed in the White Paper Life after Covid, covering our view on the economic recovery, new behaviours in the aftermath of the pandemic and the unique opportunities for a European fiscal and political integration. 

From an investment perspective, the paper examines opportunities and risks in the Credit sector – highlighting key differences between the Global Covid Crisis (GCC) and the Great Financial Crisis (GFC) – and investigates the impact on the insurance sector and LDI trends.

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

RELATED INSIGHTS

TAKING MONETARY POLICY TO YET ANOTHER LEVEL
The presentation of the new Long Term goal and strategy on August 27 marks a deep shift in the Fed’s monetary policy. The new way inflation and the labour market will affect monetary policy will result in a marked downward bias to interest rates.
HEADWINDS FOR A BREXIT TRADE DEAL ARE RISING
Yesterday, a UK government fresh legislation proposal – the Internal Market Bill - led to heated discussions in the House of Commons. According to the UK government, the bill is intended to guarantee the smooth functioning of trade and prevent disruptions between the four nations of the UK, if no deal is reached with the EU by the end of this year’s transition period.
Q2 EARNINGS END ABOVE CONSENSUS, WITH THE US LEADING. EXPECT BETTER GROWTH AHEAD
Compared to our latest - positive - comment on the 20th of July, the yearly earnings growth of the median sector has improved both in the US and Japan, while the picture is less clear in Europe. Earnings surprises have also increased. On the contrary, reported sales growth and sales surprises have worsened since then.