Generali Investments

𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 | 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗯𝗮𝗻𝗸 𝘃𝗶𝗰𝘁𝗼𝗿𝘆, 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗺𝗶𝘀𝗲𝗿𝘆 Central banks are close to victory, as inflation converges towards targets, says the Macro & Market Research team. But governments around the world face stern challenges. The financial outlook partly depends on the results of the US elections. A Harris victory would be bearish USD, while a red sweep would challenge the team’s ‘buy-the dips’ approach to Treasuries. Bond yields have dropped as expected: the team are taking profit on long duration for now but see bond yields skewed to the downside over the coming year. They continue to prefer credit over government bonds and would use the usual pre-election correction to increase long positions in stocks. 👉 Read the full document: https://lnkd.in/gzkAnAEf

At Generali, we believe that great results can also be achieved through small daily actions. In the collective effort against climate change, individual behaviours contribute decisively to keeping life on our planet sustainable. Generali’s sustainability journey for a responsible future is a long-term commitment to having a positive impact on communities and the environment. A commitment that is shared by our People.   This week, our first Sustainability Game Changers gathered in Venice to spark the flame of change within the Group. The Game Changers are the authors of the sustainability stories selected in the #ResponsibleFuture campaign, focused on spreading awareness and a culture of sustainability. They will inspire our colleagues and the people around them in the journey to a more sustainable future by sharing knowledge and concrete actions.   Will you be a game changer too?   Discover our Game Changers’ stories: https://lnkd.in/dPUcr9DF   #Generali4Sustainability   Lucia Silva Giorgio Restori Nicoló G. Roveda Pietro Re Raquel Machado de Araújo Dorothea Apostolopoulou Marine BERTAUX Gloria Brocchi - MRICS Tanguy Caradec Diana Chiriac Codonesu Giulia Sira del Cerro Rico Alexandre Fellay Jana Flock Carina Gerlach-Newnham Herrera Maria Lourdes Kristína Juráková Wolfgang Kosmath Dominik Kosiec Yuri Maia Martin Molacek Brendan Ong Bettina Elizabeth Papa Teodora Anna Sveva Cerrato, PMP® Aleksandra Swiecicka Szebik András Nuntiya Thammasatidkul Aleksander Tomše Jelena Ugrinovic Zvjezdan Utješinović Céline Lepelletier Vianès Luca Agnellini Sabrina Di Giorgio

𝗩𝗶𝗱𝗲𝗼 | 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿 Will the central bank rate cuts and freshly announced Chinese stimulus feed the stock market rally? Vincent Chaigneau, Head of Research at Generali Asset Management (part of Generali Investments), looks at what this means in a pre-US election investment landscape. Watch the full video:

Antonio Cavarero, Head of Investments at Generali Asset Management (part of Generali Investments) shares his view on the current market scenario following the latest central banks moves. 👉 Read the full article: 

Will duration maintain its bullish momentum in the last part of 2024 and where should bond investors look for opportunities? Read the latest analysis by Mauro Valle, CFA, Head of Fixed Income - Active Management at Generali Asset Management (part of Generali Investments).

Citywire interviews Global Evolution, an asset management firm that is newly part of Generali Investments, whose team have over 20 years’ experience in emerging and frontier market debt.   👉 Watch the interview below: https://lnkd.in/dQdiZqET

🏅 Congratulations to Sofia Righetti, Investments Analyst at Generali Asset Management (part of the Generali Investments platform), for being recognized in Citywire Selector's prestigious 𝗧𝗼𝗽 𝟰𝟬 𝗨𝗻𝗱𝗲𝗿 𝟰𝟬! This annual publication highlights 40 of Europe’s leading investment professionals under the age of 40, showcasing the must-know individuals in the European fund selection community.    ▪ Find out more on the ranking: https://lnkd.in/dgS6V4jW   ▪ And discover Generali Asset Management: https://lnkd.in/gz6Sd3xY   #CwSelector40under40

The Fed doesn’t disappoint: Sebastiano Chiodino, head of Liability-Driven Investing at Generali Asset Management (part of Generali Investments) shares his view on this week's Fed meeting. Read the full article 👇

The Fed’s 50bps rate cut yesterday surprised the majority of economists, but it was in line with the data, explains Simon Thorp, 𝗖𝗜𝗢 𝗼𝗳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗿𝗲𝗱𝗶𝘁 𝗮𝘁 Aperture Investors, in our latest Espresso View. Jerome Powell says the US economy is in a near Goldilocks state – but is the Fed still behind the curve? What does the path of future rate cuts look like?   Our 𝗘𝘀𝗽𝗿𝗲𝘀𝘀𝗼 𝗩𝗶𝗲𝘄𝘀 𝗼𝗻 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 are a series of quick fund manager responses to key market events. Stay tuned for more! https://lnkd.in/dCzXh2UC

Il protagonista della seconda puntata della serie “3 domande a..” è Vincenzo Creanza, Chief Risk Officer di #Plenisfer. Da buon apneista, Vincenzo naviga con attenzione i mercati, valutandone in profondità rischi attuali e prospettici. Scorri per conoscerlo meglio e scoprire qual è stato il suo percorso: #3domandea #plenisferteam #AssetManagement #riskmanagement *Per investitori professionali in Italia*