Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.
Global equity markets posted very strong total returns year-to-date (+28%), mainly through PE expansion, in part explained by low yields.Read Now
The Chair of the SSM, M. Enria has recently stated that CRD5 “will lead to more lenient requirements” and “will generate an average reduction in CET1 requirements of 90bps.Read Now
2019 has seen huge inflows into Fixed Income (FI) funds and outflows from Equities. From a medium-term return perspective this makes no sense. The formidable demand for safe assets reflects cyclical and structural forces (e.g. ageing).Read Now
Milan – The ageing of the world population is one of the most disruptive long-term trends of this century, affecting nearly all sectors of the society from labour market and productivity to savings and consumption behavior and thus reshaping the demand for goods and services around the seniors’ needs. When this demographic trend fuels growth in some specific sectors, interesting investment opportunities also arise.Read more
L’asset management di Generali diventa una Multi Boutique. La nuova organizzazione della società permette ai clienti di accedere a competenze d’investimento specializzate di gestori selezionati dal Gruppo per conoscenze e talento.Read more
Le groupe Generali affiche de fortes ambitions pour le développement de sa filiale d’asset management, ce qui se répercute sur le marché des conseillers en gestion de patrimoine. Le point avec Carlo Trabattoni, directeur général de Generali Investments Partners S.p.A. Società di gestione del risparmio.Read more