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.

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Source: Generali Asset Management S.p.A. Società di gestione del risparmio as at end of April 2024. 
 
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