The auto sector performance scores the highest over the past month, on tthe back of decreasing trade war uncertainty, improving German activity and news on incentives foor using electric cars.Read Now
The November 10 elections did not solve the political deadlock in Spain, suggesting ongoing political uncertainty. The Spanish economy is set to slow but will still outperform the euro area average.Read Now
Today, China’s real activity data came in weaker than expected, putting in doubt earlier positive signals.Read Now
We see German activity improving on the back of receding trade uncertainty, easing Brexit concerns and a turn in the global manufacturing cycle. Over the course of 2020 we expect the economy to grow at rates close to potential again.Read Now
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.
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
Environmental, Social and Governance (ESG) investment is taking root within the infrastructure investment community. Infrastructure assets have the potential to bring strong social, environmental and economic benefits to society but they are also particularly exposed to ESG risks.Read Now
Almost ten years of record low interest rates have raised leverage in the non-financial sector as well as investors’ tolerance for riskier and less liquid instruments. As a result, the average quality of corporate debt has worsened.Read Now
Milan – Generali Investments Partners S.p.A. Società di gestione del risparmio (GIP) announces the appointment of Mario Petrachi as the new Head of Sales France & Luxembourg and of Gabriele Alberici as the new Head of Sales Italy.Read more
Generali Investments Partners S.p.A. Società di gestione del risparmio (GIP) has strengthened its team with two appointments that enrich the company’s expertise, to better respond to market requirements and ensure its offering and structure are more and more customer-centric.Read more