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!
COVID-19 & EUROPEAN REAL ESTATE LOGISTICS: DEALING WITH NEW MARKET DYNAMICS
JULY 2020
White Paper by Generali Real Estate
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
LUMYNA - SANDBAR GLOBAL EQUITY MARKET NEUTRAL UCITS FUND
APRIL 2020
Fund commentary – Q1 2020
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
Generali Investments Sicav (GIS) SRI Ageing Population
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)
APERTURE NEW WORLD OPPORTUNITIES FUND
FEBRUARY 2020
Q&A with the Portfolio Manager of the Aperture New World Opportunities Fund
GENERALI INVESTMENTS SICAV EURO GOVERNMENT BONDS SUB-FUNDS
APRIL 2019
Interview with the Fund Managers
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
GENERALI INVESTMENTS SICAV EURO BOND & EURO BOND 1-3 YEARS
FEBRUARY 2020
Q&A with the Portfolio Manager
APERTURE CREDIT OPPORTUNITIES FUND
DECEMBER 2019
Q&A with the Investment Team of Aperture Credit Opportunities Fund
OPPORTUNITIES IN EMERGING MARKETS DEBT
JULY 2019
By Peter Marber, Portfolio Manager of the Aperture New World Opportunities Fund
HOW TO TACKLE EMERGING MARKETS?
JULY 2019
Introducing the Aperture New World Opportunities Fund
16 July 2020
Small Cap Performance
Brad McGill, Aperture Investors
Brad McGill takes a closer look at recent small cap performance, the dynamic between growth and value, and the move in valuation spreads.
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
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
11 June 2020
Aperture Investors: Value Stocks
Anis Lahlou, Aperture Investors
29 May 2020
Value hunters’ corner:
A chat with Giulia Culot, Sycomore AM, about ageing population megatrend and its perspectives
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.
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.
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?
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.
28 April 2020
Webinar Replay – Down and under: what is happening to the oil industry market structure?
Guest speaker: Paolo Scaroni
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.
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.
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
October 2019
Generali Investments Sicav (GIS) SRI Ageing Population sub-fund
July 2019
Introducing the Aperture New World Opportunities Fund
Peter Marber, Aperture Investors
