Fund Managers Corner
Sharing our boutiques’ experts views! The latest from our boutiques’ experts on our...
Market Research Hub
Find here all the latest publications from our expert Macro & Market Research team.
The Spotlight | Generali Investments Podcasts
Our podcast series to provide you with answers on current topics in financial markets...
We believe that the ending is not yet written on the wall and the potential outcomes will be path-dependent. In contrast to the last 12 years, delivering investment returns in the new scenario will be extremely difficult, and investors will need to keep flexibility and rely less on market “betas” than they did in past.
The reasons for expecting an inflationary environment are complex. After 12 years of extraordinary measures by central banks, a new type of life support was unavoidable to address the economic consequences of the Covid crisis. Radical policy changes were required. The biggest shift has been the move from monetary policy driving economic growth and financial markets to a convergence of fiscal and monetary policy at a scale which has never been seen in (at least modern) history. It is a game-changer in a number of ways.
Read our full Annual Outlook 2022 publication released by the Research Team
© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments and Generali Real Estate S.p.A. Società di Gestione del Risparmio.