Ukraine War: 5 Key Questions for Investors | Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

The invasion is a historical attack against the European post-war order, says Vincent Chaigneau, Head of Research at Generali Investments. In this short, informative episode, Vincent addresses key long-term structural implications, the economic impact of the war and sanctions, the stagflation risk, the policy options and investment recommendations in such an uncertain and unusual environment. 

Chapters details:

• 00:22 The Russian invasion of Ukraine has roiled financial markets. The implications are very wide. Let’s start with the broad, long-term view. Is this a major change in the world order?
• 01:34 Now looking at the near-term outlook. Is the invasion a game-changer for the global economy?
• 03:10 The sanctions on Russia are broad and tough. What will be the impact on the local economy, and shall we prepare for default on the debt? Is this a systemic risk?
• 04:31 Back to developed markets, growth will be lower, but inflation higher. What to expect rom policy makers?
• 05:18 To conclude, how to invest in this extremely unusual and uncertain environment?
  
  

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