The Spotlight | Generali Investments
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.
Episodes
167 episodes
🎤 The Spotlight - Generali Investments Podcast | Cosa significa Trump 2.0 per l' Europa e i mercati globali ? Intervista a Michele Morganti
Dobbiamo cavalcare i trend di mercato legati alla vittoria di Trump o contrastarli? Michele Morganti, Senior Strategist di Generali Investments, analizza le asset class, i settori e le aree geografiche che potrebbero essere sosten...
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6:00
🎤 The Spotlight - Trump 2.0 : Quel impact sur l'Europe et les marchés mondiaux ? | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
Trump 2.0 : Quel impact sur l'Europe et les marchés mondiaux ?Faut-il surfer sur les tendances de marchés liées à la victoire de Trump ou les contrer ? Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management, ...
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Season 1
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6:21
What does Trump 2.0 mean for Europe and global markets? | Interview with Vincent Chaigneau, Head of Research at Generali Asset Management
What are the new Trump trades and fades? Vincent Chaigneau, Head of Research at Generali Asset Management looks at the asset classes, sectors and geographies that may win or lose from the election results. ***Source...
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6:03
Das dritte Quartal ist vorbei. Ist die globale Wirtschaft, insbesondere die deutsche, auf dem richtigen Weg?
1. Die wirtschaftlichen Nachrichten aus Deutschland sind negativ. Wie schlimm wird es denn? 2. Wir die globale Konjunktur in Europa helfen oder nicht? 3. Wie sieht es denn dann insgesamt für die Konjunkt...
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5:18
🎤 The Spotlight - Generali Investments Podcast | La Svolta dell'anno
I tagli ai tassi delle banche centrali e lo stimolo cinese appena annunciato alimenteranno il rally del mercato azionario?Michele Morganti, Senior Strategist di Generali Investments, commenta questi aspetti in un...
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6:31
🎤 The Spotlight - Sprint final 2024 | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
Sprint final 2024 Les baisses de taux des banques centrales et les mesures de relance chinoises vont-elles ponctuer une belle année pour les marchés financiers ? Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Ma...
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Season 1
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6:23
Turning the year | Interview with Vincent Chaigneau, Head of Research at Generali Asset Management
Will the central bank rate cuts and freshly announced Chinese stimulus feed the stock market rally? Vincent Chaigneau, Head of Research at Generali Asset Management, looks at what this means in a pre-US election investment landscape.&nbs...
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6:00
🎤 The Spotlight - Generali Investments Podcast | Back to school: 5 aggiornamenti chiave sui mercati
Nel nostro podcast, Michele Morganti, Senior Strategist di Generali Investments, descrive gli effetti del flash crash di inizio agosto ed esprime le sue preferenze tattiche sull' azionario. Inoltre, discute le aspettative di...
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8:12
🎤 The Spotlight - C'est la rentrée - 5 actualités clés des marchés | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
C'est la rentrée - 5 actualités clés des marchésVincent Chaigneau, Directeur de la Recherche chez Generali Asset Management, tire les leçons de la correction éclair du mois d'août, et évalue les anticipations de baisse de taux de ...
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Season 1
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7:08
Back to school - 5 key market updates | Interview with Vincent Chaigneau, Head of Research at Generali Asset Management
Vincent Chaigneau, Head of Research at Generali Asset Management, discusses lessons from the August flash crash, US rate cut expectations, the dollar pullback, what to expect as we enter US election season, and whether French OATs are no...
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6:34
Espresso View Podcast - Fixed Income - Market downturn
Dear Investors,What does the recent surge in market volatility mean for fixed income portfolios? In our latest Espresso View, Gianluca Bergamaschi, Head of Fixed Income Mandates and PM at Generali Asset Management, delves into th...
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2:59
Markt im Fokus | Das erste Halbjahr 2024 liegt hinter uns - befindet sich die globale Wirtschaft auf dem richtigen Kurs?
1. Das erste Halbjahr 2024 liegt hinter uns - befindet sich die globale Wirtschaft auf dem richtigen Kurs? 2. Ist die Normalisierung der Inflation wieder auf Kurs? 3. Was bedeutet das für die Rentenmärkte?4. Der MSCI World-Aktien...
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5:01
🎤 The Spotlight - Generali Investments Podcast | Speciale Elezioni: Le reazioni dei mercati
Nelle ultime settimane le elezioni parlamentari francesi hanno dominato l'attenzione dei mercati finanziari, causando un aumento dello spread tra i titoli di stato francesi e quelli tedeschi di circa 30 punti base, raggiungendo un picco che non...
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36:30
🎤 The Spotlight - Mi-temps 2024 : Bilan et perspectives | Interview de Vincent Chaigneau, Directeur de la Recherche chez Generali Asset Management
Mi-temps 2024 : Bilan et perspectivesLa reprise mondiale se poursuit à un rythme modéré, l'inflation se normalise et les incertitudes politiques s'amplifient. Dans ce contexte, Vincent Chaigneau, Directeur de la Recherche chez Ge...
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Season 1
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5:41
🎤 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. ...
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Season 1
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6:21
🎤 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 de...
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6:21
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...
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Season 1
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7:03
🎤 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 printe...
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Season 1
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5:54
🎤 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".
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7:32
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 ...
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Season 1
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5:30
Markt im Fokus | Rückläufige Inflation läutet Zinswende der Notenbanken ein
Frage 1: Die Inflation sinkt. In Deutschland ist der Anstieg der Verbraucherpreise im Februar auf 2.7% gesunken, im Euroraum auf 2.6%. Wie geht es weiter?Frage 2: War es das also mit dem Inflationsmonster? Können wir uns entspannt zu...
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7:12
🎤 The Spotlight - Generali Investments Podcast | Aria più rarefatta, non ancora una bolla - Intervista a Michele Morganti
Nel nostro ultimo video, Michele Morganti, Senior Strategist di Generali Investments, spiega cosa ha guidato questo continuo rally del mercato e in quale misura questo ottimismo ciclico sia giustificato.PODCAST DEST...
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8:00
Thinner air, not yet a bubble | Interview with Thomas Hempell, Head of Macro and Market Research at Generali Asset Management
In our latest video, Thomas Hempell, Head of Macro and Market Research at Generali Asset Management discusses whether AI euphoria has turned into a bubble and the extent to which market optimism is justified.***Source...
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Season 1
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5:11
🎤 The Spotlight - Pas de bulle en vue, mais l’air se raréfie | Interview d'Elisa Belgacem, Responsable de la Recherche Multi-actifs Quant et Stratégiste Crédit chez Generali Asset Management
Pas de bulle en vue, mais l’air se raréfie Dans notre dernier podcast, Elisa Belgacem, Responsable de la Recherche Multi-actifs Quant et Stratégiste Crédit chez Generali Asset Management, se demande si l'euphorie de l'I...
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Season 1
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5:38
🎤 The Spotlight - Generali Investments Podcast | I mercati rialzisti sono esuberanti? - Intervista a Michele Morganti
Michele Morganti, Senior Strategist di Generali Investments, parla del "miracolo dell'intelligenza artificiale" e della rinnovata fiducia ciclica come forze trainanti del rialzo dei mercati azionari all'inizio dell'anno, anche se le spera...
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7:51