2023 Top 500 ranking: 49
After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again?
Watch the video by Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, who presents the 2023 outlook.
Bonds are back – but with changeable forecasts for inflation, and lurking geopolitical tensions, credit selection is more important than ever for fixed income investors. We spoke to five corporate bond managers from across Generali Investments ecosystem to understand where they’re finding opportunities and avoiding pitfalls in today’s global corporate bond markets.
With inflation decelerating overall and markets pricing in rate cuts for 2024, the environment is ripe for European government bonds to thrive, explains Mauro Valle, Head of Fixed Income at Generali Asset Management.
Our Annual Outlook provides our key views and investment implications for the coming year
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