Content (118)
-
White papersLDI 2025: A roadmap for European asset owners
The evolving market dynamics of 2025 are set to redefine the landscape for insurance portfolios, with diverging monetary policies, rising geopolitical risks, and the increasing importance of energy transition risk at the forefront. In this outlook, Generali Asset Management’s LDI investment team explores strategic approaches to address these challenges, from optimizing duration and spread management under Solvency II to leveraging private assets for enhanced yields and stability.
-
White papersKey Investment Themes 2025
The global economy avoided recession for a second year. Inflation began to cool and the major central banks embarked on a new cycle of interest rate cuts. However, geopolitical risk rose against the backdrop of a particularly busy election calendar around the world.
-
White papersOutlook 2025: Trumponometer
Our Annual Outlook provides our key views and investment implications for the coming year
-
People NewsMarco Zanuso appointed Chief Sales & Marketing Officer
Generali Investments has announced today the appointment of Marco Zanuso as Chief Sales & Marketing Officer. In this role, Zanuso will be responsible for defining and overseeing global commercial development strategies and plans aimed at strengthening Generali Investments’ positioning in key markets. He will lead a global team of sales professionals and will directly report to Woody Bradford, the Generali Investments CEO & General Manager.
-
White papersGreenfield’s Essential Transition Role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners, part of Generali Investments.
-
White papersFixed Income Outlook: Navigating the final stretch of 2024
The onset of a new rate-cutting cycle, coupled with divergent regional economic growth trends, presents a promising landscape for active bond managers. Yet inflationary and geopolitical risks lurk in the background. Against a macro environment with many moving parts, five fixed income managers from across Generali Investments explain their investment views for the last leg of 2024.
-
VideoFrontier Market Debt Resilient, diversified, uncorrelated returns
Emerging and frontier markets are perceived as highly risky and volatile but for specialist, experienced investors they present potentially diverse, uncorrelated, and resilient high yield opportunities. Indeed, historically frontier market debt has a lower beta relative to other fixed income segments, and has been more resilient in drawdown periods, explains Global Evolution, a firm that is newly part of Generali Investments and has over 20 years’ experience in emerging and frontier market debt.
-
White papersThe bullish case for European fixed income
Mauro Valle, Head of Fixed Income at Generali Asset Management, explains why he expects duration to maintain its bullish momentum for the final months of 2024, and why the short- to medium-term part of the yield curve should be a sweet spot for bond investors.
-
White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.
-
White papersEuropean SMEs: A rich tapestry of sustainable private debt opportunities
The diversity of the SME segment in Europe offers investors access to a highly differentiated and steady flow of investment opportunities, explain the private debt team at Generali Asset Management. Moreover, falling interest rates are expected to benefit M&A corporate loans activity, while flexible unitranche structures from private debt funds should come back into focus.
-
White papersThe case for resilient high yield private credit
With inflation lingering and rates moving at a much slower pace than expected, infrastructure debt, particularly in the higher-quality sub-investment grade space, offers attractive returns and resilience for investors seeking a safe haven in a changeable market, explain Infranity experts.
-
VideoMeet the European direct private debt team
SME management teams generally have a stronger “affectio societatis” and are truly motivated to make a sustainable impact with their companies, say the direct private debt team at Generali Asset Management in this new video.
