2023 Top 500 ranking: 49
Russia’s invasion of Ukraine has sharply altered the global economic and financial outlook. It has increased the stagflation risk, making the life of central banks ever more difficult.
Watch our webinar replay, our panel of investment experts across fixed income, equities, commodities and emerging markets discussed the outlook - with a focus on geopolitics - the economy, markets and asset allocation.
You can now view the full webinar at the link below
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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