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MARKET RESEARCH HUB

All the latest publications from our expert
Macro & Market Research team

Fund Managers' Corner

Sharing our boutiques’ experts views!

almost there:
wHAT TO EXPECT FROM US ELECTIONS

Focus on Geopolitics, Macroeconomics & Investments

ESG FOCUS ​

​​Resilience in uncertain times

Welcome to Generali Investments' website,
where specialization meets experience

What we do

At Generali Investments* we gather the Generali Group’s primary investment companies through a multi-boutique platform, leveraging specialized skillsets to create and share enduring value with our clients both inside and outside the Group.

How we do it

We only invest** in best-in-class, specialized boutiques that broaden our existing skillsets and strengthen the value we generate. Each boutique maintains its investment autonomy, operating in their dedicated field of expertise, while at the same time leverages the Generali Group’s inherent strengths in terms of scale, reach, capital and focus on clients.

Why we do it

Our goal is to further improve our ability to satisfy investors’ needs amid continuous market evolution, shifting regulatory frameworks and the evolving of responsible investments. We aim to offer high quality, sustainable portfolios, giving access to niche investment skills and distinctive strategies that can generate value over time.
The key to our multi-boutique platform can be found in the focus and quality of the capabilities shared with our clients. To find the best investment solution, we work with each client to analyze their needs and objectives, adapting lo and tackling new challenges as they arise, identifying and selecting new solutions together.

Quick links

INSIGHTS & PUBLICATIONS

COVID-19 FACTS & FIGURES
According to the IMF’s Managing Director, strong international cooperation on coronavirus vaccine could speed up the world economic recovery and add $9 trillion to global income by 2025. A WHO trial found that Remdesivir, Hydroxychloroquine, Lopinavir and Interferon have little or no effect on hospitalized Covid-19 patients. Gilead Sciences has questioned the findings of the WHO study saying data appeared inconsistent.
INCORPORATING QUANT SIGNALS INTO EU EQUITY SECTOR/STYLE STRATEGY: MAINTAIN A TILT TO CYCLICALS AND VALUE
We present an update of our proprietary equity valuation tool, based on quant models. It provides indications of over- or undervaluation for different sectors and styles of European equities, which is further enriched by our qualitative analysis. Currently, among European equity sectors, financials, energy, telecoms, and autos look undervalued while Pharma, utilities and software appear overvalued.
CHINA’S RECOVERY CONTINUED BUT A BIT SOFTER THAN EXPECTED
China's economic recovery continued in Q3 2020, although a bit softer than expected. Real GDP growth rose to 4.9% yoy, slightly below the Reuters consensus expectation of 5.2% yoy, but still a substantial upturn from the 3.2% yoy in Q2. On a quarterly base, growth dynamics softened to 2.7% qoq, after 11.7% qoq and -10% qoq in the two previous quarters.

CONTACT US

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REQUEST INFORMATION

Feel free to contact us if you would like further information about Generali Investments.

*Generali Investments s a commercial brand of 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.

**Generali Investments Holding S.p.A. holds the majority stake of the company.

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).

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