The Spotlight | Generali Investments: Premature to reload risk

Presented by

Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

About this talk

April’s poor macro data and market performance are vindicating the team’s defensive and anti-cyclical stance, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. In this podcast, Vincent explains why the Fed may slow down a bit by late summer, right as the global economy enjoys a temporary reprieve. For now, however, his investment recommendations focus on navigating a deteriorating economic environment and fast policy adjustment. Chapter details 0:21 Vincent, the latest economic news is underwhelming. Are you concerned? 1:46 Q1 was tough for financial markets. April just got worst. Where is the bottom? 3:11 What will stop the rot and when, then? 4:20 What about Europe, and the ECB in particular? 5:14 So, Vincent, to conclude, how to invest in this environment?
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