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The Spotlight

Generali Investments Podcasts

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As global financial markets react to the ever-changing world around us, our team of experts take a few minutes to discuss the key issues of the day. Listen to their perspectives on how global developments might shape the markets, and investments, of today and tomorrow.

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 The Spotlight

Powering progress: Luca Fasan presents the new Sycomore Global Education Fund

17.05.2021

Luca Fasan
Luca Fasan

Co-Fund Manager, Sycomore Asset Management

Please be aware that the content of this podcast is only for professional investors in Germany, Spain, France, Italy and Luxembourg.

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 The Spotlight

Monetary balancing acts

03.06.2021

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

The “new active” approach of Plenisfer Investments applied to the Destination Value Total Return

17.05.2021

Mauro Ratto
Mauro Ratto

Fund Manager and CIO of Plenisfer Investments

Please be aware that the content of this podcast is only for professional investors in France, Italy and Luxembourg.

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 The Spotlight

Grand reopening

04.05.2021

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Equity-like returns with bond-like volatility investing in 75+ emerging economies | The Aperture New World Opportunities Fund – two years on

19.04.2021

Peter Marber
Peter Marber

Portfolio Manager, CIO of New World Opportunities Fund and Head of Emerging Markets at Aperture Investors

Please be aware that the content of this podcast is only for professional investors in Austria, Germany, Spain, France, UK, Italy and Luxembourg.

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 The Spotlight

Some like it hot

07.04.2021

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Credit Opportunities perspectives moving into a post-Covid era 

02.03.2021

Simon Thorp
Simon Thorp

CIO UK and Fund Manager of the Aperture Credit Opportunities Strategy at Aperture Investors

Please be aware that the content of this podcast is only for professional investors in Austria, Germany, Spain, France, UK, Italy and Luxembourg.

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 The Spotlight

Reflation boon
and bane

02.03.2021

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Choppy,
not murky

08.02.2021

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Is the recent risk rally
sustainable?

02.12.2020

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Market Perspectives | US Election, Covid second-wave: what to expect

06.11.2020

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Investment View | The New Age of Financial Repression

01.10.2020

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

Market Perspectives | Covid paralysis recedes as political risk rises

02.09.2020

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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 The Spotlight

White Paper | Life after Covid:
the LDI view

22.07.2020

Vincent Chaigneau
Vincent Chaigneau

Head of Research,
Generali Insurance Asset Management

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The content of the podcasts available on this page is based on information and opinions that each of the mentioned companies belonging to the Generali Group considers reliable. However, no representation or warranty, express or implied, is made that such information or opinions are accurate or complete. The opinions expressed on this web page represent solely the judgment of the relevant Generali Group company and are subject to change without notice. They do not constitute an evaluation of any strategy or investment in any financial instruments. The podcasts available on this page do not constitute an offer, solicitation or recommendation to buy or sell financial instruments. None of the Generali Group companies mentioned is responsible or will be responsible for any investment decision based on the content shared on this web page. Each of the Generali Group companies may have made, and may make in the future, investment decisions for the portfolios it manages that are inconsistent with the views expressed herein.
Generali Investments disclaims all liability for errors or omissions and shall not be liable for any damages or losses related to the misuse of the information provided herein. Some information mentioned in the podcasts may have been obtained from sources outside the Generali Group. Although such information is believed to be reliable for the purposes of this document, no warranty is made as to its accuracy or completeness. Generali Investments is the trademark of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A.