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.

Filter Our Research

Brexit
Covid
Global Economics
Investment Strategy
Search by publication
Search by publication
Recent Research
Market Perspectives & Investment View
Thematic Research
Market Commentaries
Market View Videos, Webinars & Podcasts
OUTLOOK 2021 – REPAIR AND DESPAIR
2021-chart-upwards-arrow-development-markets-blue
December 16, 2020
Annual Outlook

OUTLOOK 2021 – REPAIR AND DESPAIR

Recent Research

usa-flag-stock-trend-chart_web
January 21, 2021
Focal Point

US INFLATION: RISING, NOT SOARING

Read now
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

Read now
size 3
January 15, 2021
Market Commentary

COVID-19 FACTS & FIGURES

Read now
See more

Market Perspectives & Investment View

2021-chart-upwards-arrow-development-markets-blue
December 16, 2020
Annual Outlook

OUTLOOK 2021 – REPAIR AND DESPAIR

Read now
Antique golden compass
December 4, 2020
Market View

MARKET COMPASS DECEMBER 2020

Read now
world-globe-vaccine-covid-syringe_web (1)
November 30, 2020
Market Perspectives

A SHOT IN THE ARM

Read now
See more

Thematic Research

usa-flag-stock-trend-chart_web
January 21, 2021
Focal Point

US INFLATION: RISING, NOT SOARING

Read now
financial-charts-picture-1024x768-1
January 14, 2021
Focal Point

EQUITIES: STAY POSITIVE WITH A VALUE-CYCLICAL TILT

Read now
euro-symbol-picture-id123720889
December 16, 2020
Core Matters

HOW THREATENING IS COVID-19 FOR EA PUBLIC FINANCES?

Read now
See more

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

Read now
size 3
January 15, 2021
Market Commentary

COVID-19 FACTS & FIGURES

Read now
US-Congress-capitol-building-flag
January 8, 2021
Market Commentary

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

Read now
See more

Market View Videos, Webinars & Podcasts

2021-chart-upwards-arrow-development-markets-blue
00:05:24
January 11, 2021
Market View Video

Video Outlook 2021: Repair and Despair

Watch now
Stock Market indicators line chart volumes_web
00:05:31
December 2, 2020
Podcast

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

Listen now
stock-market-chart-illustration-background-picture-id658568086-1024x838-1
00:05:31
October 1, 2020
Podcast

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

Listen now
See more