Today’s rate cut from the ECB was fully justified, says Gianluca Bergamaschi, CFA, 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 𝗠𝗮𝗻𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝗣𝗠 at Generali Asset Management, in our latest Espresso View. With the disinflationary process seemingly on track, where could the terminal rate end up, and where does that create opportunities in European fixed income? Our 𝗘𝘀𝗽𝗿𝗲𝘀𝘀𝗼 𝗩𝗶𝗲𝘄𝘀 𝗼𝗻 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 are a series of quick fund manager responses to key market events. Stay tuned for more! https://lnkd.in/dhivkDre
Chi siamo
Con circa €679,7 miliardi di attivi gestiti (al 31 marzo 2024, al lordo delle doppie contabilità) e oltre 1.500 professionisti dell'investimento, Generali Investments è la holding che raccoglie diverse società di gestione del risparmio, offrendo un portafoglio di competenze specialistiche in vari paesi. Le nostre affiliates includono: Generali Asset Management, Generali Real Estate, Infranity, Sosteneo, Sycomore Asset Management, Aperture Investors, Lumyna Investments, Plenisfer Investments, Conning e le sue filiali (Global Evolution Asset Management, Octagon Credit Investors, Pearlmark Real Estate), oltre a Generali Investments CEE. Generali Investments Luxembourg S.A. è la società di gestione della maggior parte dei fondi il cui AUM è menzionato sopra. Generali Investments fa parte del Gruppo Generali, fondato nel 1831 a Trieste come Assicurazioni Generali Austro-Italiche.
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- Servizi finanziari
- Dimensioni dell’azienda
- 501 - 1000 dipendenti
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- Trieste
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- Società privata non quotata
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- Asset Management, Portfolio Management, Asset-Liability Management (ALM), Fund Management, Liability Driven Investments, Socially Responsible Investments, Active Asset Management, Fixed Income, Active equity, Liquid Alternative e Real Assets
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For the 56th Barcolana, we had the pleasure of hosting our clients at our headquarters in Trieste, Palazzo Berlam, where we all gathered to participate in the world’s largest regatta, sponsored by Generali. As well as insightful meetings and panels, and enjoyable sports and ideas sharing, the event provided an opportunity to present Generali Investments’ offerings, enriched by the addition of Conning and its affiliates. During the keynote seminar, Linwood Bradford shared his view on "A new direction of travel for Generali Investments", followed by thought-provoking presentations from Witold Bahrke at Global Evolution and David R. at Sycomore Asset Management on two of the main investment trends of the moment: emerging and frontier markets, and tech and AI. Generali Investments’ newly expanded horizon also allowed us to provide our clients with a special panel discussion: “US Elections and Central Banks: The View from Both Sides of the Atlantic,” featuring Cynthia(Cindy) Beaulieu, CIO for North America at Conning, and Salvatore Bruno, Deputy Head of Investments & Head of Active Management at 𝗚𝗲𝗻𝗲𝗿𝗮𝗹𝗶 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁.
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𝗗𝗮𝘀 𝗱𝗿𝗶𝘁𝘁𝗲 𝗤𝘂𝗮𝗿𝘁𝗮𝗹 𝗶𝘀𝘁 𝘃𝗼𝗿𝗯𝗲𝗶. 𝗜𝘀𝘁 𝗱𝗶𝗲 𝗴𝗹𝗼𝗯𝗮𝗹𝗲 𝗪𝗶𝗿𝘁𝘀𝗰𝗵𝗮𝗳𝘁, 𝗶𝗻𝘀𝗯𝗲𝘀𝗼𝗻𝗱𝗲𝗿𝗲 𝗱𝗶𝗲 𝗱𝗲𝘂𝘁𝘀𝗰𝗵𝗲, 𝗮𝘂𝗳 𝗱𝗲𝗺 𝗿𝗶𝗰𝗵𝘁𝗶𝗴𝗲𝗻 𝗪𝗲𝗴? Schlechte Nachrichten aus der deutschen Wirtschaft: Wie schlimm wird es wirklich? Und wird die globale Konjunktur in Europa helfen oder nicht? Auf diese und weitere Fragen antwortet Dr. Martin Wolburg, Senior Economist aus der Macro & Market Research-Abteilung bei Generali Asset Management, in unserem neuesten Video und Podcast. https://lnkd.in/dC9FfxKs
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𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗜𝗻𝗰𝗹𝘂𝘀𝗶𝘃𝗶𝘁𝘆: 𝗢𝘂𝗿 𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝗮𝘀 𝗕𝗶𝗮𝘀 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝗿𝘀 🌟 At Generali Investments, we’ve embarked on an inspiring journey dedicated to fostering an inclusive culture and raising awareness of unconscious bias. Our series of learning moments, running from mid-June 2024 until March 8th, 2025, is designed to empower and enlighten all our colleagues on #DEI (Diversity, Equity and Inclusion). The goal of the second module, "𝗕𝗶𝗮𝘀 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝗿", was to acquire the essential tools to have impactful dialogues that promote a more inclusive culture and gain the skills to effectively address and discuss biases with colleagues, family, and friends, using a conversational framework designed to bridge diverse perspectives. 🏅 As participants progress, they’ll be recognized as Explorers, Challengers, and De-Bias Champions, earning badges to mark their achievements. Let’s continue to grow and enrich our perspectives on inclusion together!
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Generali Investments ha diffuso questo post
India is in many aspects a very interesting study these years, particularly as it moves up the income ladder from a low-income country with high poverty rates. Economists and market analysts continue to produce a seemingly endless stream of research on the implications of India's economic development for stock market returns. Our Senior analyst, Alexander Friis Illum has just made a research note, where he analyzes the factors supporting India's potential rise to high-income status and how such a transition could impact the global economy. The note also explore potential market movements and returns from the perspective of a fixed income investor. If you would like to read it, please use the below link: https://lnkd.in/dU4zGPAq You can also visit our website for more research (https://lnkd.in/dGM7Cz4J) or sign up for future research in the section ‘Stay up to date’. #EMD #Emergingmarket #Research #investmentresearch #assetmanagement #fixedincome #Researchnote #India
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𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 | 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗯𝗮𝗻𝗸 𝘃𝗶𝗰𝘁𝗼𝗿𝘆, 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗺𝗶𝘀𝗲𝗿𝘆 Central banks are close to victory, as inflation converges towards targets, says the Macro & Market Research team. But governments around the world face stern challenges. The financial outlook partly depends on the results of the US elections. A Harris victory would be bearish USD, while a red sweep would challenge the team’s ‘buy-the dips’ approach to Treasuries. Bond yields have dropped as expected: the team are taking profit on long duration for now but see bond yields skewed to the downside over the coming year. They continue to prefer credit over government bonds and would use the usual pre-election correction to increase long positions in stocks. 👉 Read the full document: https://lnkd.in/gzkAnAEf
Central bank victory, Government misery - Generali Investments | Your Partner for Progress
generali-investments.com
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Generali Investments ha diffuso questo post
At Generali, we believe that great results can also be achieved through small daily actions. In the collective effort against climate change, individual behaviours contribute decisively to keeping life on our planet sustainable. Generali’s sustainability journey for a responsible future is a long-term commitment to having a positive impact on communities and the environment. A commitment that is shared by our People. This week, our first Sustainability Game Changers gathered in Venice to spark the flame of change within the Group. The Game Changers are the authors of the sustainability stories selected in the #ResponsibleFuture campaign, focused on spreading awareness and a culture of sustainability. They will inspire our colleagues and the people around them in the journey to a more sustainable future by sharing knowledge and concrete actions. Will you be a game changer too? Discover our Game Changers’ stories: https://lnkd.in/dPUcr9DF #Generali4Sustainability Lucia Silva Giorgio Restori Nicoló G. Roveda Pietro Re Raquel Machado de Araújo Dorothea Apostolopoulou Marine BERTAUX Gloria Brocchi - MRICS Tanguy Caradec Diana Chiriac Codonesu Giulia Sira del Cerro Rico Alexandre Fellay Jana Flock Carina Gerlach-Newnham Herrera Maria Lourdes Kristína Juráková Wolfgang Kosmath Dominik Kosiec Yuri Maia Martin Molacek Brendan Ong Bettina Elizabeth Papa Teodora Anna Sveva Cerrato, PMP® Aleksandra Swiecicka Szebik András Nuntiya Thammasatidkul Aleksander Tomše Jelena Ugrinovic Zvjezdan Utješinović Céline Lepelletier Vianès Luca Agnellini Sabrina Di Giorgio
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𝗩𝗶𝗱𝗲𝗼 | 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿 Will the central bank rate cuts and freshly announced Chinese stimulus feed the stock market rally? Vincent Chaigneau, Head of Research at Generali Asset Management (part of Generali Investments), looks at what this means in a pre-US election investment landscape. Watch the full video:
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Antonio Cavarero, Head of Investments at Generali Asset Management (part of Generali Investments) shares his view on the current market scenario following the latest central banks moves. 👉 Read the full article:
Retreating Inflation: What Now?
Generali Investments su LinkedIn
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Will duration maintain its bullish momentum in the last part of 2024 and where should bond investors look for opportunities? Read the latest analysis by Mauro Valle, CFA, Head of Fixed Income - Active Management at Generali Asset Management (part of Generali Investments).
The bullish case for European fixed income
Generali Investments su LinkedIn