FUND MANAGERS’ CORNER

Sharing our boutiques’ experts views!

The latest from our boutiques' experts on our diverse and specialized fund offer

Videos, webinars, interviews, editorials and more!

Funds publications
Webinars and videos

LUMYNA - RAMIUS MERGER ARBITRAGE UCITS FUND

JULY 2020

Fund commentary – Q2 2020

SYCOMORE -
ESG NEWSLETTER

JULY 2020

 

The Responsible Way: Urgency and Resilience

LUMYNA - MARSHALL WACE TOPS (MARKET NEUTRAL) UCITS FUND

JULY 2020

 

Fund commentary – Q2 2020

 

 

COVID-19 & EUROPEAN REAL ESTATE LOGISTICS: DEALING WITH NEW MARKET DYNAMICS

JULY 2020

White Paper by Generali Real Estate

THE EU GREEN DEAL: SHAPING INFRASTRUCTURE IMPACT INVESTING

JULY 2020

Generali Global Infrastructure (GGI) Managing Partner Gilles Lengaigne and Senior Advisor Stéphane Voisin, discuss how the EU Green Deal is consolidating GGI’s impact investment strategy and more.

GENERALI INVESTMENTS SICAV SRI AGEING POPULATION

JUNE 2020

Interview with the Fund Managers

THE CHALLENGES OF THE POST COVID-19 WORLD

MAY 2020

Sycomore Shared Growth & Sycomore [email protected] by Frédéric Ponchon, Portfolio Manager at Sycomore Asset Management

FOCUS ON ESG | RESILIENCE IN UNCERTAIN TIMES

MAY 2020

An update on our ESG offer from our boutiques’ experts.

SYCOMORE SÉLECTION RESPONSABLE

MAY 2020

Fund commentary – April 2020

GENERALI INVESTMENTS SICAV EURO GREEN & SUSTAINABLE BOND

APRIL 2020

Interview with the Portfolio Managers 

GENERALI INVESTMENTS SICAV SRI AGEING POPULATION

APRIL 2020

Interview with the Portfolio Managers 

APRIL 2020

Fund commentary – Q1 2020

SYCOMORE LS OPPORTUNITIES

APRIL 2020

Fund commentary – Q1 2020

SYCOMORE PARTNERS

APRIL 2020

Fund commentary – Q1 2020

SYCOMORE SHARED GROWTH

APRIL 2020

Fund commentary – Q1 2020

SYCOMORE SÉLECTION CRÉDIT

APRIL 2020

Fund commentary – Q1 2020

LUMYNA - MILLBURN DIVERSIFIED UCITS FUND

APRIL 2020

Fund commentary – Q1 2020

LUMYNA - RAMIUS MERGER ARBITRAGE UCITS FUND

APRIL 2020

Fund commentary – Q1 2020

LUMYNA - KLS FIXED INCOME UCITS FUND

APRIL 2020

Fund commentary – Q1 2020

LUMYNA - KLS FIXED INCOME UCITS FUND

APRIL 2020

Fund commentary – Q1 2020

LUMYNA - SANDBAR GLOBAL EQUITY MARKET NEUTRAL UCITS FUND

APRIL 2020

Fund commentary – Q1 2020

GENERALI INVESTMENTS SICAV SRI AGEING POPULATION

April 2019

Interview with the Fund Managers 

UNPRECEDENTED, OR NOT?

MARCH 2020

Assessing the current market situation amid global pandemic.

A letter to to clients by Peter Kraus, Chairman and CEO of Aperture Investors

MORE THAN 4 YEARS OF HARVESTING AWARDS AND GROWING ASSETS

March 2020

Celebrating the development of the Generali Investments Sicav (GIS) SRI Ageing Population sub-fund

GENERALI INVESTMENTS SICAV EURO BOND & EURO BOND 1-3 YEARS

FEBRUARY 2020

Q&A with the Funds Manager

GENERALI INVESTMENTS SICAV EURO GOVERNMENT BONDS SUB-FUNDS

April 2019

Interview with the Fund Managers 

GENERALI INVESTMENTS SICAV SRI AGEING POPULATION

MARCH 2020

Interview in Mondo Investor (Fixed Income Dossier) by Alessandro Moise, with Mauro Valle, Head of Fixed Income at Generali Investments Partners (in Italian)

GENERALI INVESTMENTS SICAV EURO GREEN & SUSTAINABLE BOND

JANUARY 2020

Interview with the Fund Managers

INVESTING TODAY FOR A BETTER TOMORROW

JANUARY 2020

Introducing the Generali Investments Sicav (GIS) Euro Green & Sustainable Bond sub-fund 

June 2020

Sycomore Shared Growth:
focus on companies with a positive impact on the major global societal challenges

Frédéric Ponchon, Partner – Senior Portfolio Manager at Sycomore Asset Management

 

29 May 2020

Value hunters’ corner:

A chat with Giulia Culot, Sycomore AM, about ageing population megatrend and its perspectives

 

 

06 May 2020

Webinar Replay – Credit market: the bridge over troubled water?

 
Webinar with Vivek Tawadey, Head of Global Credit Research at Generali Investments, Antonio Cavarero, Head of Investments at Generali Investments and Simon Thorp, Chief Investment Officer, UK at Aperture LLC

09 April 2020

Conference Call replay:
Sycomore Eco Solutions

Listen to the replay of the conference call with Anne-Claire Abadie & Alban Préaubert, portfolio manager of the Sycomore Eco Solutions Fund.

8 April 2020

Conference Call replay:
Sycomore Shared Growth

 

 

Listen to the replay of the conference call with Frédéric Ponchon, portfolio manager of the Sycomore Shared Growth Fund.

02 April 2020

Conference Call replay:
Sycomore Happy @Work

Listen to the replay of the conference call with Jessica Poon, portfolio manager of the Sycomore Happy @Work Fund. Click here for the minute.

01 April 2020
Will the Covid-19 affect the geopolitical landscape?

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October 2019
Generali Investments Sicav (GIS) SRI Ageing Population sub-fund

Peter Marber, Aperture Investors