Macro View Video July 2018

Watch this video and discover our experts' view
on financial markets and asset classes

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EM worries unlikely to slow down the Fed

12/07/2018

Following a buoyant 2017, EMs are facing stronger headwinds this year, adding to market concerns about a trade war. Some speculate that the negative effects from higher US rates may lead the Fed to a slower pace of rate hikes.

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Mexico: Investment opportunities after the election

10/07/2018

In the first week as president-elect, López Obrador reassured markets on fiscal discipline and a pragmatic attitude on NAFTA renegotiation. A collapse in talks with the US still represents the most disruptive downside risk for Mexico.

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Market Compass

10/07/2018

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.

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US job creation disappoints in April, but the unemployment rate slips to 3.9%

06/07/2018

The labor market report for June provided mixed information but the picture of a tightening labor market amid limited wage pressures is confirmed.

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Market view video: key risk factors and selective opportunities in credit

05/07/2018

Watch this video and discover our experts view on financial markets.

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Simmering trade risks to keep volatility of Chinese markets high

05/07/2018

China’s financial markets have been jittery of late. Since mid‐June, major Chinese stock market indices dropped by around 9%, while year‐to‐date they receded by around 15%.

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ADOPTING AN LDI APPROACH THROUGHOUT THE INVESTMENT VALUE CHAIN

05/07/2018

The insurance business model is fundamentally based on underwriting and managing risks: insurance companies are contractually bound to meet specific obligations and as such structurally driven by liabilities.

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The 5 minutes video: Global markets are climbing a wall of worry

05/07/2018

Watch this video and discover our experts view on financial markets.

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Market View; Video MACRO VIEW VIDEO JULY 2018

Market View by Vincent Chaigneau, Head of Research

Events

27 2018
17 2018

Investmentfondstage Börsen-Zeitung

Come and meet us: Frankfurt, Germany

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PRESS REVIEWS

Press review

Annual report 2017 on
voting activities and
active ownership

21/06/2018

The latest annual report on voting activities and active ownership illustrates Generali Investments’ commitment to responsible and sustainable finance

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Press review

Lipper Fund Awards

12/04/2018

Generali Investments SICAV European government bond sub-funds win a total of 10 Lipper Fund Awards

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Press review

Investments & Pensions
Europe

26/6/2017

Interview – Mauro Valle, GI’s Portfolio Manager

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Press review

PWM

18/7/2016

External assets central to Generali’s expansion drive. Interview GI’s CEO Santo Borsellino  

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Press review

Citywireselector

24/2/2016

Generali HY manager explains rationale for total return switch
Interview with Stefano Perin, Fund Manager 

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Press review

A new era for diversified
investments

Watch our portfolio manager Cédric Baron in a video series by PWM magazine

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