Mind the gap(s)
As acute banking woes moved to the back burner and US president Biden and House leader McCarthy struck a lastminute deal on the debt ceiling (with final Congress vote still pending at the time of writing), markets were headed to end May on a resilient note.
The Spotlight ǀ Generali Investments Podcast
Resilience or complacency?
Our June video interview with Thomas Hempell, Head of Macro & Market Research at Generali Insurance Asset Management.
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
Fixed Income: The road ahead
Portfolio managers around the Generali Investments ecosystem share their views on where we stand in the rate hiking cycle, considering inflation on one side and the banking crisis on the other.
Sharing market insights
The resilient performance of risk assets seem to reflect the view that “this time is different”, but beware complacency, says Thomas Hempell, Head of Macro and Market Research at Generali Insurance Asset Management.
In our latest video, Thomas shares his outlook for rates through to summer, and where investors may want to seek tactical opportunities.
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Sharing latest views, research and investment insights from across our ecosystem of asset management firms.