The Spotlight | Generali Investments - 🎤 The Spotlight - Il pleut, mais ce n'est pas le déluge | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management

🎤 The Spotlight - Il pleut, mais ce n'est pas le déluge | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management

05/06/24 • 5 min

Il pleut, mais ce n’est pas le déluge

Dans notre dernier podcast, Vincent Chaigneau, Directeur de la recherche chez Generali Asset Management, explique pourquoi les marchés mondiaux sont plutôt maussades en ce début de printemps, malgré des perspectives économiques plus favorables. Le principal obstacle vient du risque de voir les taux rester plus élevés sur la durée. Heureusement, beaucoup (et probablement trop) de nouvelles négatives concernant l'inflation sont déjà intégrées dans les prix.

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Disclaimer
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Il pleut, mais ce n’est pas le déluge

Previous Episode

Raining, but not pouring | Interview with Vincent Chaigneau, Head of Research at Generali Asset Management

In our latest podcast, Vincent Chaigneau, Head of Research at Generali Asset Management discusses what’s making global markets less sunny despite improving global economic news. The main headwind comes from higher yields for longer. But on the plus side a lot of (and probably too much) bad inflation news is now priced in.
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Source: Generali Asset Management S.p.A. Società di gestione del risparmio as at end of April 2024.
The information contained in this document provides general guidance on the products and services offered by the asset management companies belonging to the Generali Group whose activity is coordinated by Generali Asset Management S.p.A Società di gestione del risparmio. Under no circumstances does it constitute an offer, recommendation or solicitation to (i) invest in shares and units of Undertakings for Collective Investments or (ii) request an offer for investment services. This document is not related to, or is the basis of, a contract or commitment. This document may not be considered as an explicit or implicit recommendation for an investment strategy or investment advice. Before entering into an investment service agreement, each potential customer will receive the documents as laid down by law from time to time, with the customer being required to read such documents carefully before making any investment decision. No part of this document may be (i) copied, photocopied or duplicated in any way or (ii) re-distributed without the prior consent of Generali Asset Management S.p.A. Società di gestione del risparmio. Generali Asset Management S.p.A. Società di gestione del risparmio will, from time to time, amend this document and they shall not be responsible for any errors or omissions, nor shall they be held responsible for any damages or losses related to the inappropriate use of the information contained herein. Certain information in this publication has been obtained from sources outside of Generali Asset Management S.p.A. Società di gestione del risparmio. While such information is believed to be reliable for the purposes used herein, no representations are made as to the accuracy or completeness thereof.

Next Episode

Higher yields, are we there yet? | Interview with Vincent Chaigneau, Head of Research at Generali Asset Management

10-year Bund yields touched a 6-month high in late May, defeating the consensus earlier this year of a continued bond rally. In our latest podcast, Vincent Chaigneau, Head of Research at Generali Asset Management, looks under the hood of global bonds and discusses the broader market outlook.
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Source: Generali Asset Management S.p.A. Società di gestione del risparmio as at end of May 2024.
The information contained in this document provides general guidance on the products and services offered by the asset management companies belonging to the Generali Group whose activity is coordinated by Generali Asset Management S.p.A Società di gestione del risparmio. Under no circumstances does it constitute an offer, recommendation or solicitation to (i) invest in shares and units of Undertakings for Collective Investments or (ii) request an offer for investment services. This document is not related to, or is the basis of, a contract or commitment. This document may not be considered as an explicit or implicit recommendation for an investment strategy or investment advice. Before entering into an investment service agreement, each potential customer will receive the documents as laid down by law from time to time, with the customer being required to read such documents carefully before making any investment decision. No part of this document may be (i) copied, photocopied or duplicated in any way or (ii) re-distributed without the prior consent of Generali Asset Management S.p.A. Società di gestione del risparmio. Generali Asset Management S.p.A. Società di gestione del risparmio will, from time to time, amend this document and they shall not be responsible for any errors or omissions, nor shall they be held responsible for any damages or losses related to the inappropriate use of the information contained herein. Certain information in this publication has been obtained from sources outside of Generali Asset Management S.p.A. Società di gestione del risparmio. While such information is believed to be reliable for the purposes used herein, no representations are made as to the accuracy or completeness thereof.