Euro Bonds: Staying neutral but still prefer short maturities
Mauro Valle, Head of Fixed Income at Generali Investments Partners, explains why the short-end of euro government bonds may be a useful diversification strategy against the Eurozone's uncertain macroeconomic prospects.
A deepening policy dilemma
The summer has revealed an increasingly divergent and challenging global macro backdrop. Resilient US data is raising concerns about high US rates for longer. China is descending into deeper property and growth worries. And the euro area faces a deepening policy dilemma, as stubborn inflation contrasts with rising recession risks.
Introducing Sosteneo Infrastructure Partners
We are delighted to announce the launch of a new affiliate within our ecosystems, focused on
clean energy infrastructure equity investing
Welcome to Generali Investments
The world of investment is more complex than ever. That’s why we’ve created Generali Investments – an ecosystem of asset management firms, delivering a portfolio of specialist capabilities. Our solutions aim to unlock long-term performance for our investors and provide access to new investment possibilities that others might miss.
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Sharing investment ideas
‘It’s in our DNA’: Why we can't ignore Europe’s innovation
Anis Lahlou, CIO and portfolio manager at Aperture Investors, talks about Europe's top five ranking in global innovation in this video interview with Citywire.
Sharing market insights
The ongoing fall in volatility across asset classes tells us about increasingly confident investors, but there are asset price inconsistencies that make this an unstable equilibrium, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.
In our latest video, he explains how excessive confidence in Goldilocks may lead to a boom-and-bust scenario, whereby resilient demand forces central banks to tighten even more, causing a later bust.
The latest news
Sharing latest views, research and investment insights from across our ecosystem of asset management firms.