Generali Investments

Generali Investments is thrilled to welcome Linwood Bradford as its new Chief Executive Officer & General Manager. This is a unique opportunity to start a new growth journey together with our experienced and ambitious team across Europe and the United States. Today, we are proud to be one of the top 10 players in Europe, and we are well-positioned for further international expansion. This is a significant moment for all of us, as it will shape our transformation in the coming years. Our focus will be on growing our business with global third-party clients and delivering world-class performance and service to our existing clients. Together, we will work to ensure Generali Investments is recognized for its client focus, ability to deliver investment performance, and attract and nurture exceptional talents. 

How have eurozone bonds reacted to the French election results? In our latest Espresso View, Gianluca Bergamaschi, CFA, 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 𝗠𝗮𝗻𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝗣𝗠 at Generali Asset Management looks at the immediate and longer-term outlook for euro bond spreads, now that the threat of a far-right or far-left majority government has been excluded. 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/dwHsRteU

𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 | 𝗚𝗼𝗹𝗱𝗶𝗹𝗼𝗰𝗸𝘀 𝘃𝘀 𝗚𝗿𝗶𝗱𝗹𝗼𝗰𝗸𝘀 The economic story of moderate growth and disinflation smells of Goldilocks, but the politics of gridlocks, say the 𝗠𝗮𝗰𝗿𝗼 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗧𝗲𝗮𝗺. Political developments often support thematic financial trends, e.g. the team’s long-standing preference for IG credit over govies. The team explains why they try to avoid falling under the excessive influence of political crises, often the cause of temporary spikes. The French election may be a buying opportunity for OATs, unless a fully split parliament causes stalemate and makes fiscal consolidation impossible. Until the political fog lifts, they are keeping their equity overweight (OW) minimal, and high yield and financial credit neutral. They stay long non-financial IG credit, like play the range in rates, still with a long duration bias. Finally, EMs offer good diversification benefits (both in equities and HY credit), despite near-term dollar strength. https://lnkd.in/d9u4Eke3

Investing in infrastructure allows leveraging market opportunities in decarbonization, energy transition, and digitalization. Infranity, one of Generali Investments' affiliates dedicated to this asset class, surpassed €10 billion in assets under management in six years, underscoring the growing demand for sustainable infrastructure investments (To learn more: https://lnkd.in/d6VQiu_7) Here Filippo Casagrande, Chief Investment Steering and Sustainability Officer at Generali Investments, explains the added value of infrastructure in professional investors' portfolios. Watch the full video 👉

𝗩𝗶𝗱𝗲𝗼 | 𝗛𝗮𝗹𝗳-𝘁𝗶𝗺𝗲 𝟮𝟬𝟮𝟰 – 𝘁𝗮𝗸𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸 𝗮𝗻𝗱 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 With the global recovery continuing at a moderate pace, inflation normalising, and political risk lurking, Vincent Chaigneau, 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝗹𝗶 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 looks at what this means for financial markets as we enter the second half of 2024. Watch the full video 👇

Filippo Casagrande oggi è intervenuto al TGR Piazza Affari per parlare di mercato e prospettive. https://lnkd.in/dyua4vB8

🌐 What are the best practices to ensure an optimal experience in our work activities? How can Experience Design be applied to our business context to improve the quality of our interactions? In the framework of Generali Investments’ Digital Minds program, we’ve deep dived into how to explore technology and face the future through new endeavors and enhanced human experiences. Digital Minds is the Generali Investments initiative that, since 2022, aims to provide all employees with the tools to navigate a world more and more digitalized. Special thanks to Serena Tonus, Design Director & Service Designer Sketchin, for taking part in our dedicated webinar on Experience design! #AWMDigitalMinds #LifeTimePartner24 #Innovation #Digitalisation #DigitalTransformation Talentgarden

Da oggi i fondi di Plenisfer Investments SICAV, Aperture Investors SICAV e Generali Investments SICAV sono disponibili tramite Banca Patrimoni Sella. La collaborazione con Banca Patrimoni Sella conferma la strategia volta a sviluppare il mercato retail (terze parti) attraverso il rafforzamento del presidio di primari partner della distribuzione che possono valorizzare le competenze e le soluzioni di investimento delle società affiliate che fanno parte di Generali Investments, sia nelle classi di attivo liquide che nei real asset e mercati privati. Le soluzioni di investimento gestite da Aperture Investors SICAV, da Plenisfer Investments SICAV e Generali Investments SICAV sono registrate per la distribuzione agli investitori retail in Italia. cc Plenisfer Aperture Investors Banca Patrimoni Sella & C.

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗜𝗻𝗰𝗹𝘂𝘀𝗶𝘃𝗶𝘁𝘆: 𝗢𝘂𝗿 𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝗮𝘀 𝗕𝗶𝗮𝘀 𝗘𝘅𝗽𝗹𝗼𝗿𝗲𝗿𝘀   🌟 At Generali Investments, we’ve embarked on an inspiring journey dedicated to fostering an inclusive culture and raising awareness of unconscious bias. Our series of learning moments, running from mid-June 2024 until March 8th, 2025, is designed to empower and enlighten all our colleagues on #DEI (Diversity, Equity and Inclusion).   ✨ Module 1 kicked off in June, when we dove deep into understanding our biases as explorers. The engagement and insights shared were truly transformative.   🏅 As participants progress, they’ll be recognized as Explorers, Challengers, and De-Bias Champions, earning badges to mark their achievements.   Let’s continue to grow and enrich our perspectives on inclusion together!

In our latest Espresso View, Gianluca Bergamaschi, CFA, Head of Fixed Income Mandates and PM at Generali Asset Management, comments on the latest Eurozone headline inflation print, which fell back in June after surprising on the upside in May. In this video, he explains what this means for European interest rates and bond markets, and why he expects inflation to continue to fall over the coming months. Our 𝗘𝘀𝗽𝗿𝗲𝘀𝘀𝗼 𝗩𝗶𝗲𝘄𝘀 𝗼𝗻 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 are a new video series of quick fund manager responses to key market events. Stay tuned for more! https://lnkd.in/deJhDgTZ