Content (108)

  • The case for resilient high yield private credit

    White papers

    The 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.

  • Private Debt thumbnail


    Meet 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.

  • Green_Bond_05_2024

    White papers

    Green 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.

  • Where are the Opportunities in Corporate Bonds Now?

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    Where 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.

  • euro government bond opportunities in a rate cutting environment

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    Euro government bond opportunities in a rate cutting environment


    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.

  • Macro Outlook 2024- The intangible cycle

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    Macro Outlook 2024: The intangible cycle


    Our Annual Outlook provides our key views and investment implications for the coming year

  • Key Investment Themes 2024 REV_FINAL

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    Key Investments themes 2024: views from around the Generali Investments ecosystem


    The global economy showed remarkable resilience in 2023, avoiding the sharp recession that was widely expected at the start of the year.

  • Meet Sosteneo


    Meet Sosteneo


    Introducing Sosteneo Infrastructure Partners: A new affiliate within Generali Investments focused on clean energy infrastructure equity investing

  • Generali - IPE Real Assets SeptOct 2023 0.4

    White papers

    Lights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world


    The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.

  • Investment View- No Pain, No Gain

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    Investment View: No Pain, No Gain


    ‘Investment View’ provides our quarterly macro & market outlook and investment recommendations

  • Biodiversity- Understanding a Key New Global Investment Trend

    White papers

    Biodiversity: Understanding a key new global investment trend


    Tackling biodiversity loss in our natural world is a major challenge and urgent new focus for governments, businesses and society. The Investment, Market and Macro Research, and ESG Integration & Solutions teams at Generali Insurance Asset Management dive into what investors need to know about this increasingly important investment driver and how to distinguish biodiversity-related risks and opportunities.

  • Infrastructure debt’s defence against volatility

    White papers

    Debt’s defence against volatility


    The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya