INVESTING 
 TOGETHER 

Our Multi-Boutique
platform

GIS SRI AGEING POPULATION
IS CELEBRATING 3 YEARS
ALREADY...

…AND THE BEST IS YET TO COME!

WHEN THE TIDE GOES OUT...

2019 Macro Outlook Video by Vincent Chaigneau,
Head of Research

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CREATING VALUE EVERY DAY

Generali Investments* is one of the leaders in asset management. We gather the Generali Group’s primary investment companies, leveraging focused skillsets to create and share enduring value with our clients both inside and outside the Group.

SPECIALIZED BY MISSION

Our goal is to further improve our ability to satisfy investors’ needs amid continuous market evolution and shifting regulatory frameworks, where specialization, efficiency and innovation are key to achieving objectives and adding value over time.

Our model is based on specialization. Each of our companies and boutiques operates in clearly defined spaces, allowing us to respond to different needs by putting dedicated skills, professionals and advanced technological tools into play.

POSITIONED FOR TOMORROW

We respond to the challenges of today and tomorrow through a distinctive multi-boutique approach. We combine the experience and solidity we have matured over time in Liability-Driven Investment solutions with new, highly-focused skillsets introduced through our boutiques. The result is a powerful investment engine in service of our clients.

Through a search for new talents and expertise, the enhancement of our internal skillset, the strength inherent in managing 455 billion euros in assets**, and nearly two centuries of activity matured by the Generali Group, we will continue to pursue our objective of creating value over time.

Events

26 2019

NEWS

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Market Compass Jan. 2019

15/01/2019

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

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2019 Outlook Video – When the tide goes out...

19/12/2018

In this video Vincent Chaigneau, Head of Research, shares key market views for the coming year. Find out more!

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Market Compass Dec. 2018

05/12/2018

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

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Insights & PUBLICATIONS

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Market Compass Jan. 2019

15/01/2019

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

Read Now
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Subdued 2019 returns despite lower stock valuations

10/01/2019

In 2018 stock markets have on average declined, yielding negative total returns (TR, -8.2% for the MSCI World) and missing our expectations for a rebound in Q4 2018.

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Leveraging on “Made in China 2025”

03/01/2019

Since its access to the WTO in late 2001, China has seen a stellar rise of its economy, managing to raise its nominal GDP eight-fold and to become the largest export economy in the world.

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The Fed hikes rates, but signals slower pace in monetary normalization

19/12/2018

The widely expected increase in rates was accompanied by a reduction to two of the number of rate hikes deemed appropriate for 2019. A final increase should follow in 2020. The expected terminal rate decreased to 3.1%.

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Outlook 2019 As the tide goes out…

19/12/2018

As the tide of easy monetary policy slowly goes out, global markets face another challenging year. Yet 2019 will be very different from 2018, as the US economy is set to fall off its pedestal; the Fed will pause this summer, if not before. The great regional divergence of 2018 will thus end, and with it the impressive USD rally. This should bring selective relief to Emerging Markets, assuming the world economic landing continues to be soft.

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*This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments).

**Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 30 June 2018