Welcome
to Generali Investments website
To continue your visit, please select your Country, Language and Investor type.
ITALY
EN
investor type
Pensions schemes, foundations, insurance companies, consultants
Independent and tied financial advisors
Professionals offering discretionary portfolio services and wealth management solutions
Distribution partners part of the Generali Group
it
Institutional Investors

Plenisfer Q3 Commentary - Destination Value Total Return Fund

In Short

Plenisfer Q3 Commentary addresses portfolio update and changes

After a favorable start of the quarter for financials markets, due to the July equity rally driven by the "Magnificent 7" (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla), August and September gave up some of those gains, driven by weak economic data and growing concerns about the strength of the major economies.

Rates have continued to rise despite the Fed's pause and the latest signal from the ECB…

 

Download the full commentary below

Q3 Commentary: Destination Value Total Return Fund
Generali Investments logo in grey

© Generali Investments, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).