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The Spotlight | Generali Investments Generali Investments
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Welcome to The Spotlight - a podcast series from Generali Investments. As global financial markets react to the ever-changing world around us, our team of experts take a few minutes to discuss the key issues of the day. Listen to their perspectives on how global developments might shape the markets, and investments, of today and tomorrow.
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🎤 The Spotlight - Hausse des rendements obligataires : terminus ? | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
Hausse des rendements obligataires : terminus ? Le rendement du Bund à 10 ans a atteint un plus haut de 6 mois à la fin mai, mettant à mal le consensus qui prévoyait en début d'année la poursuite du rallye obligataire. Vincent Chaigneau, Directeur de la recherche chez Generali Asset Management, décortique la dynamique des rendements longs et leur impact sur les perspectives financières globales. *** DisclaimerCe podcast est basé sur les informations et opini...
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🎤 The Spotlight - Generali Investments Podcast | Rendimenti più elevati, siamo al termine? Intervista a Michele Morganti
I rendimenti lunghi si rifiutano di scendere: prima del Covid, il mercato prezzava il tasso reale di equilibrio a breve termine intorno allo 0%. Ora il tasso nominale a 5 anni si aggira intorno al 4%, 130 bps al di sopra del tasso di inflazione, Questo forward nominale del 4% si confronta con le previsioni a lungo termine della Fed al 2,60%. Michele ritiene che la verità stia nel mezzo e considera il recente rialzo dei rendimenti come un' opportunità di acquisto. PODCAST DESTINATO AD IN...
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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. ***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 an...
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🎤 The Spotlight - Generali Investments Podcast | Piove, ma non diluvia - Intervista a Michele Morganti
Nel nostro ultimo video, Michele Morganti, Senior Strategist di Generali Investments, descrive un contesto di mercato piuttosto contrastato, al pari di questa primavera, ma senza un vero e proprio "diluvio".PODCAST DESTINATO AD INVESTITORI PROFESSIONALI IN ITALIA. Il presente documento si basa sulle informazioni e opinioni che Generali Asset Management S.p.A. Società di gestione del risparmio ha ottenuto da fonti interne ed esterne al Gruppo Generali. Sebbene tali informazioni siano rite...
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🎤 The Spotlight - Il pleut, mais ce n'est pas le déluge | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
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 ...
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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.***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 ...