The Spotlight | The return of the “everything rally”
The “everything rally” is back, and the persistence of the positive correlation between stocks and bonds has been surprising. Are the drivers behind the rally sustainable or is it driven by a “fear of missing out”? In this podcast, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, separates the wheat from the chaff, highlighting trends that are sustainable, and others that are not.
Listen to the Podcast now: