Content (105)

  • Where are the Opportunities in Corporate Bonds Now?

    White papers

    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

    White papers

    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

    White papers

    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

    White papers

    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

    White papers

    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

  • A paradigm shift for European debt

    White papers

    A paradigm shift for European debt


    Private debt funds are filling the gap left by bank retrenchment, says Sandrine Richard, Head of private debt at Generali Investments Partners

  • Fixed Income- the road ahead

    White papers

    Fixed Income: the road ahead


    Recent crises within US regional banks and the more idiosyn- cratic case of Credit Suisse have various underlying causes. However, the overall context of these issues is undoubtedly the sudden and significant tightening of financial conditions in the past year.

  • Where next for inflation?

    White papers

    Where next for inflation?


    Inflation is by far the most crucial investment consideration today, yet it’s not all bad news for long-term investors. In this paper, our Research, ESG and Investment teams explain the factors shaping their inflation outlook, the dynamics behind resilient equity markets, why ESG and sustainable development is here to stay despite short- term price pressures, and where to find investment opportunities in today’s uncertain environment.