Juli 1, 2021

The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight

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In Kürze

Our July Podcast Interview with Vincent Chaigneau, Head of Research at Generali Investments
The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight
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The Fed surprised almost everyone in June by initiating the tapering discussion. They are worrying about inflation risk and turning less dovish, yet long rates have dropped following the June FOMC.

We’ll talk about this and the key investment calls into summer in our Podcast interview with Vincent Chaigneau, Head of Research at Generali Investments.

Chapters details:

00’22“ The Fed surprised almost everyone in June by initiating the tapering discussion. Is this a pivotal moment for markets?
01’37“ The Fed is worrying about inflation risk and turning less dovish, yet long rates have dropped following the June FOMC? What do you make of it? Does it alter your strategic views?
02’50“ the Fed will be cautious, but tapering is approaching. The US fiscal impulse is also starting to diminish. Is this what we call peak policy, and does it make you more defensive?
04’26“ To conclude, what are your key investment calls into summer?

Listen to the Podcast now:

Vincent Chaigneau
Vincent Chaigneau

Vincent Chaigneau

 

Head of Research

 

Vincent Chaigneau ist seit August 2017 der Head of Research und Head of Group Investment Strategy von Generali Investments. In seiner jetzigen Funktion hat er die Leitung über eine Abteilung, die momentan aus 25 Volkswirten, Strategen und Bond- und Aktienanalysten besteht und in Paris, Köln, Triest und Mailand vertreten ist.

 

Bevor er zur Generali Investments kam, war Vincent Chaigneau für Société Générale Corporate & Investment Banking tätig, für die er 24 Jahre in Paris, New York und London arbeitete. Zuletzt hatte er die Funktion des Co-Head of Fixed Income Research und des Head of Rates & Fixed Income Strategy inne.

 

Vincent Chaigneau ist französischer Staatsbürger. Er hat ein Master Degree in International Economics and Finance und ein Postgraduate Degree in Economics and Finance von der University of Bordeaux.

The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight

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