play-button Fixed Income: The Case for Credit and High Yield

Discover how investors can best walk the line between risk and reward watching our lively roundtable exchange hosted by Citywire in Munich

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Despite abating trade conflict and signs of improvement in German activity, the auto equity sector already discounts most of the recent positive news: stay neutral

14/11/2019

The auto sector performance scores the highest over the past month, on tthe back of decreasing trade war uncertainty, improving German activity and news on incentives foor using electric cars.

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Spanish equity markets look attractive notwithstanding inconclusive election results and slowing growth

14/11/2019

The November 10 elections did not solve the political deadlock in Spain, suggesting ongoing political uncertainty. The Spanish economy is set to slow but will still outperform the euro area average.

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China’s real activity data surprised on the downside

14/11/2019

Today, China’s real activity data came in weaker than expected, putting in doubt earlier positive signals.

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German corporates more attractive as car sector benefits from policy measures and overall outlook improves

08/11/2019

We see German activity improving on the back of receding trade uncertainty, easing Brexit concerns and a turn in the global manufacturing cycle. Over the course of 2020 we expect the economy to grow at rates close to potential again.

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Assessing the US monetary policy stance and its impact on growth.

04/11/2019

The main outcome of the October’s Fed meeting is that the recent series of rate cuts will be stopped or at least paused.

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Equity quant models update: Sectors & Styles – Relevant Signals

31/10/2019

Over the past months we developed a set of regression models to obtain indications of relative over- or undervaluation of each European equity sector and equity style vs the broad European index.

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Tail risks get thinner

31/10/2019

Investors entered the autumn with great anxiety about the trade war and Brexit. Those risks have abated, and so have flight-to-quality flows.

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The Fed cuts rates, but further easying requires a deeper slowdown.

30/10/2019

As expected the Fed cut rates by 25 bps. However, the subsiding of political risks has convinced the Fed to pause easying.

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PRESS REVIEWS

Press review

Investments & Pensions Europe

26/6/2017

Interview – Mauro Valle, GI’s Portfolio Manager

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Press review

PWM

18/7/2016

External assets central to Generali’s expansion drive. Interview GI’s CEO Santo Borsellino  

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Press review

Citywireselector

24/2/2016

Generali HY manager explains rationale for total return switch
Interview with Stefano Perin, Fund Manager 

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Press review

A new era for diversified investments

Watch our portfolio manager Cédric Baron in a video series by PWM magazine

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Video Generali Investments SICAV Global Multi-Asset Income

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