Mind the gap(s)
As acute banking woes moved to the back burner and US president Biden and House leader McCarthy struck a lastminute deal on the debt ceiling (with final Congress vote still pending at the time of writing), markets were headed to end May on a resilient note.
The Spotlight Video
Cracks in the shiny surface
Our May video interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.
Welcome to Generali Investments
The world of investment is more complex than ever. That’s why we’ve created Generali Investments – an ecosystem of asset management firms, delivering a portfolio of specialist capabilities. Our solutions aim to unlock long-term performance for our investors and provide access to new investment possibilities that others might miss.
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Sharing investment ideas
Fixed Income: the road ahead
Portfolio managers around the Generali Investments ecosystem share their views on where we stand in the rate hiking cycle, considering inflation on one side and the banking crisis on the other.
Sharing market insights
Cyclical stocks – which usually have a higher beta – have lagged defensive stocks through the post-SVB equity market bounce, pointing to simmering economic concerns, says Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.
In our latest video, Vincent explains the rationale for defensive positioning against deteriorating economic surprises and still-hawkish central banks.
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Learn more about our fund range and find the latest factsheets and up-to date information on NAVs, performance and portfolio holdings in our Fund Explorer!
The latest news
Sharing latest views, research and investment insights from across our ecosystem of asset management firms.