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!
APERTURE INVESTORS | EXPLOITING CREDIT OPPORTUNITIES THROUGH A LONG/SHORT APPROACH
SEPTEMBER 2020
Q&A with Simon Thorp, CIO UK and Fund Manager of the Aperture Credit Opportunities Strategy
SYCOMORE AM | LONG-ONLY FUND RANGE NOW FULLY SRI-CERTIFIED
AUGUST 2020
Sycomore AM has completed the SRI-certification of its entire Long-Only Equity fund range.
COVID-19 & EUROPEAN REAL ESTATE LOGISTICS: DEALING WITH NEW MARKET DYNAMICS
White Paper by Generali Real Estate
JULY 2020
EXPLOITING CREDIT OPPORTUNITIES THROUGH A LONG/SHORT APPROACH
JULY 2020
Q&A with Simon Thorp, Fund Manager, Aperture Investors
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.
INTRODUCING APERTURE INVESTORS’ EUROPEAN INNOVATION SUB-FUND
JUNE 2020
Q&A with the Fund Manager
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
ESG FOCUS | RESILIENCE IN UNCERTAIN TIMES
MAY 2020
An update on our ESG offer from our boutiques’ experts.
GENERALI INVESTMENTS SICAV EURO GREEN & SUSTAINABLE BOND
MAY 2020
Interview with the Fund Managers
MORE THAN 4 YEARS OF HARVESTING AWARDS AND GROWING ASSETS
MARCH 2020
Generali Investments Sicav (GIS) SRI Ageing Population
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
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 BOND & EURO BOND 1-3 YEARS
FEBRUARY 2020
Q&A with the Portfolio Manager
GENERALI INVESTMENTS SICAV EURO GREEN & SUSTAINABLE BOND
JANUARY 2020
Interview with the Fund Managers
APERTURE CREDIT OPPORTUNITIES FUND
DECEMBER 2019
Q&A with the Investment Team of Aperture Credit Opportunities Fund
INVESTING TODAY FOR A BETTER TOMORROW
JANUARY 2020
Introducing the Generali Investments Sicav (GIS) Euro Green & Sustainable Bond sub-fund
APERTURE NEW WORLD OPPORTUNITIES FUND
FEBRUARY 2020
Q&A with the Portfolio Manager of the Aperture New World Opportunities Fund
HOW TO TACKLE EMERGING MARKETS?
JULY 2019
Introducing the Aperture New World Opportunities Fund
OPPORTUNITIES IN EMERGING MARKETS DEBT
JULY 2019
By Peter Marber, Portfolio Manager of the Aperture New World Opportunities Fund
23 October 2020
Digital Economy to Real Economy?
Anis Lahlou, Aperture Investors
Our CIO Anis Lahlou discusses the strong earnings season so far and questions whether or not this is a sign of a shift from the digital economy to the real economy.
21 October 2020
Podcast ǀ Almost There: What to expect from Us Elections
Focus on Geopolitics, Macroeconomics & Investments
With the US Elections fast approaching, we invited experts to share different perspectives and to discuss key topics, including impacts on the world political and trade balance, consequences on financial markets with a focus on Europe and the future of emerging economies highly connected to the US.
21 October 2020
Webinar Replay ǀ Almost There: What to expect from Us Elections
Focus on Geopolitics, Macroeconomics & Investments
16 October 2020
Earnings Pre-Announcements
Anis Lahlou, Aperture Investors
14 October 2020
New World Opportunities
Peter Marber, Aperture Investors
29 September 2020
Market Volatility
Simon Thorp, Aperture Investors
05 September 2020
Anis Lahlou, Aperture Investors
22 August 2020
Anis Lahlou, Aperture Investors
15 August 2020
Peter’s Weekly Market Recap
Peter Kraus, Chairman and CEO,
Aperture Investors
Peter Kraus discusses the ebb and flow between growth and value stocks, in the context of record low and negative real interest rates.
30 July 2020
Revisiting Inflation
Simon Thorp, Aperture Investors
Simon Thorp is revisiting the topic of inflation. Although some market indicators are showing little movement, how are investors thinking about inflation-linked products?
21 July 2020
Financial Markets Update
Simon Thorp, Aperture Investors
15 July 2020
China’s Growing Influence
Peter Marber, Aperture Investors
06 July 2020
Lemonade IPO
Anis Lahlou, Aperture Investors
June 2020
Aperture European Innovation:
reimagining Europe through the lens of innovation
Anis Lahlou, Chief Investment Officer UK at Aperture Investors
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
22 June 2020
Aperture Investors: Wirecard
Anis Lahlou, Aperture Investors
19 June 2020
Aperture Investors: Emerging Market and COVID-19
Peter Marber, Aperture Investors
15 June 2020
Value hunters’ corner:
A focus with Simon Thorp, Aperture Investors, on credit perspectives and Aperture Credit Opportunities strategy
11 June 2020
Aperture Investors: Value Stocks
Anis Lahlou, Aperture Investors
04 June 2020
Aperture Investors: US Stock Market Performance
Peter Marber, Aperture Investors
03 June 2020
Aperture Investors: Value vs Momentum
Anis Lahlou , Aperture Investors
24 May 2020
Aperture Investors: Rising Inflation
Simon Thorp, Aperture Investors
19 May 2020
Aperture Investors: The Future of Travel
Tom Tully, Aperture Investors
How will Covid-19 affect future travel behavior? Tom Tully reviews potential implications for hotels, airlines, and the automotive industry.
11 May 2020
Aperture Investors: Employment vs Equity Markets
Anis Lahlou, Aperture Investors
Anis Lahlou takes a closer look at employment vs equity markets. Is the latest rise in U.S. unemployment a signal for an equity market bottom?
14 May 2020
Aperture Investors: Employment vs Equity Markets
Anis Lahlou, Aperture Investors
Innovative Norwegian video conferencing company Pexip goes public after successful virtual roadshow using its own app, gaining +50% at the open.
07 May 2020
Aperture Investors: Market Recap
Simon Thorp, Aperture Investors
As the world begins to slowly ease the lockdown, investors are trying to get a better picture of the Covid-19 damages. Are we going to see another equity sell-off? Simon Thorp turns to the charts for answers.
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
05 May 2020
Aperture Investors: Market Recap
Peter Marber, Aperture Investors
Why did emerging market equity benchmarks outperform credit and fx in April? Peter Marber shares his thoughts.
22 April 2020
Aperture Investors: Finance, Meteorology, and Epidemiology
Peter Marber, Aperture Investors
What do finance, meteorology, and epidemiology have in common? Peter Marber explains why it’s hard to predict when Covid-19 will end.
28 April 2020
Webinar Replay – Down and under: what is happening to the oil industry market structure?
Guest speaker: Paolo Scaroni
29 May 2020
Value hunters’ corner:
A chat with Giulia Culot, Sycomore AM, about ageing population megatrend and its perspectives
25 April 2020
Aperture Investors: Main Street and Wall Street
Simon Thorp, Aperture Investors
Another volatile week with plenty of updates from Main Street and Wall Street. Simon Thorp takes a look at jobless claims, CDX high yield, and the S&P 500.
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.
08 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.
April 2020
Aperture Investors: Survival of the fittest
Simon Thorp, Aperture Investors
Simon Thorp, Chief Investment Officer UK at Aperture Investors, takes a look at the overall level of the markets and the dispersion within markets. Will the Covid-19 crisis highlight the value of active management?
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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March 2020
Aperture Credit Opportunities Fund
Simon Thorp, Aperture Investors
July 2019
Introducing the Aperture New World Opportunities Fund
Peter Marber, Aperture Investors
October 2019
Generali Investments Sicav (GIS) SRI Ageing Population sub-fund
