In this podcast Vincent Chaigneau, Head of Research at Generali Investments, provides an executive summary of the latest Investment View Report released by our Research team. In particular, he focuses on the signs of fatigue showed in September by the stock market rally and the possible clouds mounting on markets by the Autumn due to a resumption of the Covid pandemic, the Brexit deal, the US elections’ related risks and positions’ concentration. Finally he shares his recommendations in terms of asset allocation looking beyond the Covid crisis.
Head of Research
Vincent Chaigneau joined Generali Investments in August 2017 as the Head of Research and Head of Group Investment Strategy. In his current role, he is in charge of a unit currently consisting of 25 economists, strategists and credit/equity analysts based in Paris, Cologne, Trieste and Milan. In addition to this, he manages Generali’s Group Insurance Research, a 10-strong team covering insurance and financial service markets around the world and delivering proprietary industry forecasts, market intelligence and megatrend studies.
Vincent joined the Generali Group from Societe Generale Corporate & Investment Banking, where he spent 24 years between Paris, New York and London, last serving as the Co-Head of Fixed Income Research, and Head of Rates & FX Strategy.
A French citizen, Vincent Chaigneau holds a Master’s Degree in International Economics and Finance, and a Podevraduate Degree in Economics and Finance from the University of Bordeaux.