No rush to chase the recovery | Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

Risk assets have climbed a wall of worry in March, but face headwinds in Q2, explains Vincent Chaigneau, Head of Research at Generali Insurance Asset Management. The Russia-Ukraine conflict remains the biggest uncertainty. A global slowdown is in the offing, complicating the job of central banks now ready to walk their hawkish talk. In this environment, the team sees no rush to chase the risk rally and recommends to reduce the cyclicality of portfolios while adding to Defensives.


Chapter details

• 00:21 Vincent, the first quarter is over. Can you give us a quick recap and set the scene for financial markets in Q2?
• 01:31 How severe will the slowdown be?
• 02:55 Will this slowdown make the central banks, especially the Fed, think twice about a steep tightening path?
• 04:31 Can you pls say a world about the upcoming French election? Is that a market mover?
• 05:22 How to invest in this environment?

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