The Spotlight | Generali Investments

The return of the “everything rally” | Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management

February 03, 2023 Generali Investments Season 1 Episode 89
The Spotlight | Generali Investments
The return of the “everything rally” | Interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management
Show Notes

The “everything rally” is back, and the persistence of the positive correlation between stocks and bonds has been surprising. Are the drivers behind the rally sustainable or is it driven by a “fear of missing out”? In this podcast, Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, separates the wheat from the chaff, highlighting trends that are sustainable, and others that are not.
 

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