MARKET RESEARCH HUB

MACRO & MARKET RESEARCH

Hier finden Sie alle aktuellen Publikationen unseres Macro & Market Research Teams:

DAS MACRO & MARKET RESEARCH TEAM

Ein Team von 13 Analysten mit Sitz in Paris, Köln, Triest, Mailand und Prag analysiert qualitativ und quantitativ makroökonomische und finanzielle Fragen.

Das Team überträgt makroökonomische und quantitative Ausblicke in Anlageideen, die in den Anlageprozess einfließen.

MACRO VIEW VIDEO – 03 Juni 2020

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mit Vincent Chaigneau, Head of Research,
Generali Insurance Asset Management

Market Perspectives Und Investment View

Economic Hardship vs. Policy Deluge
Defying the deepest global post-war recession, risk assets have continued to climb the wall of worries.
Limping out of the lockdown
China’s official NBS PMIs bounced back in March. The manufacturing PMI rose to 52.0, up from 35.7, while the non-manufacturing increased to 52.3 after 29.6 in February.
Sudden stop, permanent scars
Lockdowns will continue until the number of new cases drop to a very low level. Even then, the return to ‘normality’ will be only progressive.
MEHR LADEN

Core Matters

International health insurance demand and future evolution
The economics of health is different, and complicated by adverse selection and moral hazard issues.
Germany’s fading shine
The protracted weakness of inflation during the past cyclical upswing caught central banks and investors by surprise.
Where has inflation gone?
The protracted weakness of inflation during the past cyclical upswing caught central banks and investors by surprise.
MEHR LADEN

Focal Points

COVID-19: PROPRIETARY MODELS SET TO MONITOR PANDEMIC EVOLUTION
At the end of 2020, a new coronavirus started spreading in China. A few months later, it was already all around the world, changing the life and habits of billions of people.
State-aid framework under Covid: what impact on credit markets?
State-aid framework under Covid: what impact on credit markets?
THE DEEP ECONOMIC FALLOUT FROM GLOBAL DISTANCING
The global spreading of the Corona virus is keeping the world in suspense. Global confirmed infections exceed.
MEHR LADEN

MarktKommentarE

US EMPLOYMENT POWERS AHEAD IN JUNE, BUT NEW COVID OUTBREAKS CAST RECOVERY DOUBTS
In June the US economy added 4.8 million of jobs, bringing the unemployment rate down to 11.1%.
COVID-19 FACTS & FIGURES
The European Union is expected to release a safe list of destinations for non-essential travels. Russia, Brazil and the Unites States are among countries that will not be part of the initial safe list, while China will be approved only if Chinese authorities also allow in EU visitors.
(WEEKLY PANDEMIC) MARKET COMMENTARY – MIND THE CURVE
The virus is galloping, but less deadly. Covid is spreading like never before, the stats say. 19 June saw 177k new Covid cases, the highest ever.
MEHR LADEN

MarktKompass

Marktkompass Juni 2020
Herausgegeben vom Macro & Market Research Team. Ein Team von 13 Analysten mit Sitz in Paris, Köln, Triest, Mailand und Prag analysiert qualitativ und quantitativ makroökonomische und finanzielle Fragen. Das Team überträgt makroökonomische und quantitative Ausblicke in Anlageideen, die in den Anlageprozess einfließen.
Marktkompass Mai 2020
Herausgegeben vom Macro & Market Research Team. Ein Team von 13 Analysten mit Sitz in Paris, Köln, Triest, Mailand und Prag analysiert qualitativ und quantitativ makroökonomische und finanzielle Fragen. Das Team überträgt makroökonomische und quantitative Ausblicke in Anlageideen, die in den Anlageprozess einfließen.
Marktkompass April 2020
Herausgegeben vom Macro & Market Research Team. Ein Team von 13 Analysten mit Sitz in Paris, Köln, Triest, Mailand und Prag analysiert qualitativ und quantitativ makroökonomische und finanzielle Fragen.
Das Team überträgt makroökonomische und quantitative Ausblicke in Anlageideen, die in den Anlageprozess einfließen.
MEHR LADEN

Macro view videos

Macro View Video: Update with Vincent Chaigneau
In this video Vincent Chaigneau, Head of Research, takes a look at the impact of Coronavirus on the world economy and markets, possible policy actions and what might just be a silver lining. Find out more!
Macro View Video: Update with Vincent Chaigneau
In this video Vincent Chaigneau, Head of Research, takes a look at the impact of Coronavirus on the world economy and markets, possible policy actions and what might just be a silver lining. Find out more!
Macro View Video: A test of character for Europe
In this video Vincent Chaigneau, Head of Research, takes a look at the impact of Coronavirus on the world economy and markets, possible policy actions and what might just be a silver lining. Find out more!
MEHR LADEN