Content (116)
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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White papersGreen and Sustainable Bonds: Five Key Questions
With strong sustainable EU initiatives, plus the conclusion of the hiking cycle, attractive carry in interest rate curves, and the likelihood of lower interest rates amid evolving monetary policies, the outlook for green and sustainable bonds is promising, explain the portfolio managers of the Generali Investments SICAV (GIS) SRI Euro Green Bond subfund.
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White papersWhere are the Opportunities in Corporate Bonds Now?
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.
