Market Research Hub

Macro & Market Research

A team of analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial markets.

The team translates macro and quant views into investment ideas that feed into the investment process.

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December 16, 2020

OUTLOOK 2021 – REPAIR AND DESPAIR

Recent Research

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January 21, 2021
Focal Point

US INFLATION: RISING, NOT SOARING

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January 18, 2021
Market Commentary

China’s Q4 GDP growth surprised on the upside, but risks to the outlook have increased

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January 15, 2021
Market Commentary

COVID-19 FACTS & FIGURES

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Market Perspectives & Investment View

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December 16, 2020
Annual Outlook

OUTLOOK 2021 – REPAIR AND DESPAIR

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December 4, 2020
Market View

MARKET COMPASS DECEMBER 2020

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November 30, 2020
Market Perspectives

A SHOT IN THE ARM

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Thematic Research

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January 21, 2021
Focal Point

US INFLATION: RISING, NOT SOARING

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January 14, 2021
Focal Point

EQUITIES: STAY POSITIVE WITH A VALUE-CYCLICAL TILT

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December 16, 2020
Core Matters

HOW THREATENING IS COVID-19 FOR EA PUBLIC FINANCES?

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Market Commentaries

peoples-republic-of-china-flag-stock-market-exchange-economy-and-oil-picture-id1160497333
January 18, 2021
Market Commentary

China’s Q4 GDP growth surprised on the upside, but risks to the outlook have increased

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January 15, 2021
Market Commentary

COVID-19 FACTS & FIGURES

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January 8, 2021
Market Commentary

US: Fiscal stimulus to boost GDP growth to 5.5% in 2021

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Market View Videos, Webinars & Podcasts

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00:05:24
January 11, 2021
Market View Video

Video Outlook 2021: Repair and Despair

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00:05:31
December 2, 2020
Podcast

The Spotlight – Generali Investments Podcast
Is the recent risk rally sustainable?

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00:05:31
October 1, 2020
Podcast

The Spotlight – Generali Investments Podcast
Q4 Investments View | The New Age Of Financial Repression

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