Generali Investments

Cosa cambia con Donald Trump presidente, tra nuova politica fiscale, dazi e strategie ambientali?   Salvatore Bruno, Deputy Head of Investments & Head of Active Management Generali Asset Management (parte di Generali Investments), e Dante Roscini, professore di Economia internazionale di Harvard Business School, condividono su Financialounge le analisi sul voto americano che ha portato Donald Trump alla Casa Bianca e gli impatti sui mercati della nuova presidenza. Per la puntata completa: https://lnkd.in/dUqmVyjN

Trump’s victory should make the Fed even more data dependent in its approach to future cuts, says Robert MacNaughton, Associate Portfolio Manager and Head of US Credit at Aperture Investors, part of Generali Investments, in our latest Espresso View video. With ‘goldilocks’ conditions still benefiting markets, which areas of US credit could benefit from the new administration? Our 𝗘𝘀𝗽𝗿𝗲𝘀𝘀𝗼 𝗩𝗶𝗲𝘄 𝘃𝗶𝗱𝗲𝗼𝘀 𝗼𝗻 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 are a series of quick fund manager responses to key market events. Stay tuned for more! https://lnkd.in/djAf_gBs

🎯 Teamwork and joint effort play a key role in data protection. That's why Generali Investments' Security and Compliance teams delivered a dedicated workshop, when we deep dived into: ▪ data security as a shared responsibility ▪ effective data breach management ▪ managing third-party risks   Participants learned practical strategies for safeguarding sensitive and confidential information and managing security risks and incidents. It was the chance to reinforce our ongoing commitment to strengthening the culture of security and compliance across the company, in view of the Compliance Week 2024.   👏 Thanks to everyone who took part in the event!

𝘍𝘖𝘙 𝘐𝘕𝘚𝘛𝘐𝘛𝘜𝘛𝘐𝘖𝘕𝘈𝘓 𝘐𝘕𝘝𝘌𝘚𝘛𝘖𝘙𝘚 𝘐𝘕 𝘐𝘛, 𝘍𝘙, 𝘚𝘗𝘈, 𝘗𝘖𝘙, 𝘎𝘌𝘙, 𝘈𝘜𝘛 𝘈𝘕𝘋 𝘓𝘜𝘟 Aiming at offering the best fund selection capabilities and active funds of funds portfolios, leveraging on a team with more than 20 years of experience: Amparo Sampedro, Head of Fund Selection Platform, explains how this is done at Generali Asset Management (part of Generali Investments). 👉 Watch the full video

How to select bonds in emerging markets and which segments offer the best opportunities? Kristian Wigh, Senior Portfolio Manager, shares his view, highlighting the core capabilities of Global Evolution (part of Generali Investments). 👉 Watch the full video and visit the website to learn more: ▪ https://lnkd.in/dCkggDrZ ▪ https://lnkd.in/dNbHaihf

La sua passione per la Formula 1 è pari solo a quella per la “parola scritta”: velocità e riflessione sono un connubio che ben descrivono la capacità di Alessandra Giuseppina G., Chief Compliance Officer di #Plenisfer, di muoversi agilmente tra le curve della normativa e del business e trovare la traiettoria più corretta per guidare il team di Plenisfer verso ogni traguardo. È lei la protagonista della terza puntata di “3 domande a..”, la serie con cui vogliamo offrire insight e consigli sul percorso professionale del nostro team. Scorri per incontrarla e scoprire di più: #3domandea #plenisferteam #AssetManagement #riskmanagement *Per investitori professionali in Italia*

𝗜𝗻𝗳𝗿𝗮𝗻𝗶𝘁𝘆 𝗲𝘅𝗽𝗮𝗻𝗱𝘀 𝗶𝗻𝘁𝗼 𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗮𝗻𝗱 𝗼𝗽𝗲𝗻𝘀 𝗶𝘁𝘀 𝗳𝗶𝗿𝘀𝘁 𝗼𝗳𝗳𝗶𝗰𝗲 𝗶𝗻 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸   Infranity, part of Generali Investments, is strengthening its position in North America with the opening of its first office in New York, reflecting its global growth ambitions and continued focus on one of the world’s largest infrastructure markets.   In line with this strategy, Paul Colatrella, Katherine McElroy, and William Kim will join the Infranity's team, bringing in-depth knowledge and years of experience in origination, investment and fundraising in the North American market, further strengthening the firm’s capabilities. Learn more: https://lnkd.in/d4UxdfHA

With November’s #election currently too close to call, what do investors most need to know to prepare their investment strategies? 🇺🇸 🗽 To help you sort through the noise is a special election Q&A from two Heads of Investment at our affiliates Conning and Generali Asset Management, sharing both US and European investment perspectives. In this in-depth article, they discuss the major issues investors may expect from each candidate, covering market impact, domestic and international policy, inflation and monetary policy, geopolitics, and potential winners and losers. Featuring: • Cynthia(Cindy) Beaulieu, CIO for North America at Conning  • Salvatore Bruno, Deputy Head of Investments and Head of Active Management at Generali Asset Management 👉 Read the full article: https://lnkd.in/dfNiBCzU 🎧 For further colour and detail about each candidate’s expected policy plans and the implications for capital markets, listen to Conning’s latest 𝗖𝗼𝗻𝗻𝗧𝗲𝘅𝘁 𝗽𝗼𝗱𝗰𝗮𝘀𝘁 on the #US election.  In this comprehensive episode, our experts on the ground in the US – Richard Sega, Global Chief Investment Strategist and 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗠𝗶𝘅, Managing Director and Portfolio Manager at Conning – discuss the potential impact on investment portfolios as the US prepares to head to the polls on November 5. 👉 Listen to the Podcast: https://lnkd.in/dvMr3w5J

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. 👉 Read the full document: https://lnkd.in/dAAWEj_7

⚕️ 🩺 According to World Health Organization, global spending (public and private) on health accounts for about 10% of global GDP. As the chart shows, there is a positive relation between health expenditure per capita and life expectancy. Although life expectancy has risen considerably globally, a significant gap between countries/regions remains. This is partly related to different levels of per-capita healthcare expenditure – around $4,000 on average in high income countries and $146 in lower-middle income countries. Going forward, ageing population will lead to a rising demand for care services, putting even greater pressure on the public sector. With national budget constraints limiting public healthcare coverage, and healthcare systems struggling to adapt to ageing-related needs like Long-Term Care, the insurance sector can play a role in addressing a growing protection gap. Digitalisation and technology applied to healthcare could be the real game changer and help insurance offerings to evolve from “simple” risk coverage to a broader service provision.