Market Research Hub

Macro & Market Research

A team of analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial markets.

The team translates macro and quant views into investment ideas that feed into the investment process.

Recent Research

Financial-and-technical-data-analysis-chart
July 30, 2021
Market Commentary

Market Commentary: Q2 reporting season is doing well but annual growth has peaked

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July 29, 2021
Market Commentary

COVID-19 UPDATE Facts & Figures – 29/07/2021

federal-reserve-building-with-twenty-dollar-bill-on-grunge-texture-picture-id175716236
July 28, 2021
Market Commentary

MARKET COMMENTARY – The Fed: the recovery is on track, tapering is approaching

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Market Perspectives & Investment View

triple peak
July 23, 2021
Market Perspectives

Market Perspectives ǀ Overfretting about the triple peak

Antique golden compass
July 7, 2021
Market Compass

Market Compass July 2021

Energy-saving,-plug,-socket-and-European-agency
June 29, 2021
Investment View

Investment View Q3-2021 ǀ Unplug vs. unanchor

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Thematic Research

EU flag green
July 26, 2021
Focal Point

ECB greening of the credit market to start in 2022

peoples-republic-of-china-flag-stock-market-exchange-economy-and-oil-picture-id1160497333
June 30, 2021
Focal Point

China: Tackling the “Grey Rhinos”

Latin-america-africa-emerging-markets-globe
May 31, 2021
Focal Point

EM Vulnerabilities Monitor: a new tool to gauge post-pandemic risks

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Market Commentaries

Financial-and-technical-data-analysis-chart
July 30, 2021
Market Commentary

Market Commentary: Q2 reporting season is doing well but annual growth has peaked

size 3
July 29, 2021
Market Commentary

COVID-19 UPDATE Facts & Figures – 29/07/2021

federal-reserve-building-with-twenty-dollar-bill-on-grunge-texture-picture-id175716236
July 28, 2021
Market Commentary

MARKET COMMENTARY – The Fed: the recovery is on track, tapering is approaching

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Market View Videos, Webinars & Podcasts

Directional sign decision choice
00:05:56
July 1, 2021
Podcast

The Spotlight ǀ Generali Investments Podcast: A pivotal moment for Markets? Tapering is in sight

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00:07:08
June 22, 2021
Active Equity

The Spotlight ǀ Powering progress: Luca Fasan presents the new Sycomore Global Education Fund

Balance-act-man-rope-valley-blue-sky
00:06:23
June 4, 2021
Podcast

The Spotlight ǀ Generali Investments Podcast: Monetary balancing acts

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