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China’s Q1 GDP growth: Strong year-on-year growth amid weak momentum

This morning, China’s statistical office published its Q1 2021 GDP growth estimate alongside with other monthly real activity data for March. GDP growth accelerated from 6.5% yoy in the final quarter of last year to 18.3% yoy.

COVID-19 UPDATE Facts & Figures

Johnson & Johnson’s vaccine distribution was halted in the USA as a rare blood-clotting disorder emerged in six recipients. In Europe, J&J took pre-emptive action announcing that it would pause its planned vaccine rollout. Pfizer and BioNTech will raise their Covid-19 vaccine deliveries to the European Union by 25% this quarter, reaching a target for Q2 of 250 million doses.

Generali Investments Partners: Sycomore AM funds now available through CheBanca!

Milan – Generali Investments Partners S.p.A. Società di gestione del risparmio (GIP) announces a new agreement with CheBanca!, the bank focused on wealth management and investment within Mediobanca Group, for the distribution of Sycomore Asset Management investment products. This collaboration confirms Generali Investments Partners’ strategy aimed at expanding its distribution perimeter to third party investors, with a consolidated presence on the Italian market and an exceptional level of service for customers.

Marktkompass April 2021

Herausgegeben vom Macro & Market Research Team. Ein Team von Analysten mit Sitz in Paris, Köln, Triest, Mailand und Prag analysiert qualitativ und quantitativ makroökonomische und finanzielle Fragen. Das Team überträgt makroökonomische und quantitative Ausblicke in Anlageideen, die in den Anlageprozess einfließen.

The Spotlight ǀ Generali Investments Podcast: Some like it hot

Our April Podcast Interview with Vincent Chaigneau, Head of Research at Generali Investments

Inflation expectations remain anchored

The spike in long-term interest rates has been to a large extent driven by fears that the combination of a large fiscal US stimulus and ongoing money printing will trigger a permanent increase in inflation.

Remain positive on Topix despite recent weakness

The Topix had a strong start into the year, outperforming both the S&P500 and the MSCI EMU. Since March 17th this strong performance slowed down, in part due to a pause in the rotation into Value and Cyclicals which had negative spillovers into Topix.

Investment View Q2-2021 ǀ Some like it hot

On the ground it does not feel like it just yet, as Europe battles with a third wave of infections, but markets are fast proceeding to the Covid crisis exit door. Too fast?

Sycomore ǀ Human Rights Policy

Sycomore AM has drawn up a Human Rights Policy aligned with the UN’s Guiding Principles on Business and Human Rights (UNGPs).

BoJ policy review introduces additional interest rate flexibility

After a two-days monetary policy meeting, the BoJ announced today its interest decision and the results of the deliberations on its policy review.

Inequality: Causes, policy response and market implications

Over the last decade, since the end of the Great Financial Crisis (GFC), more and more adverse “side effects” of previously hailed economic, technological and political “megatrends” have come to the fore.

The BoE implicitly sends a slightly hawkish message

Today, the Bank of England (BoE) decided to keep Bank Rate, QE and the pace of asset purchases unchanged. All votes were taken unanimously as predicted by the consensus forecast.

The Fed sticks to its plans despite looming demand surge and market worries

In the March meeting the Fed showed a strong conviction that the sizeable rounds of fiscal stimulus will have only a transitory effect on the economy, not capable to driving substantially up expected and, above all, realized inflation.

Beyond employment: the other possible challenges for the Fed

The FOMC march meeting, on Wednesday 17th will have a lot for markets. The impact on the US$ 1.9tn fiscal package just approved will be included in the growth forecasts and this may translate into the ‘dots’ (FOMC members’ rate projections) showing a hike already in 2023.

Dovish surprise - ECB announces higher pace of PEPP purchases over next quarter

A surprisingly clear dovish statement: The Governing Council sent a surprisingly clear dovish message to markets at today’s meeting.

Market Compass March 2021

Edited by the Macro & Market Research Team. The team of analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.

The team translates macro and quant views into investment ideas that feed into the investment process.

Green & Sustainable bonds: a label is not enough

We expect a significant growth of green bond supply, dominated by issuance in Euro and US Dollar. Corporates, financials and utilities used to comprise the main issuers of green bonds, but more sectors are now joining the party, e.g. car makers. Demand is outpacing supply, leading to a mismatch and, potentially, a larger greenium. As climate risks rise, regulatory interventions may further distort markets.

Euro area inflation: recovering, not exploding

Inflation is back on the radar sceen. Following a decade of persistently low inflation in the advanced economies, markets have now started to flirt with the idea that the lowflation environment will be overcome.

EM EUR bonds offering an attractive pickup

EM USD bonds total return has been hit by the increase of long-term US rates while EM EUR bonds have proved to be more resilient since the last summer rally. The recent rapid rise of the long-term US rates is raising the question of the EM USD bonds' attractiveness.

Vaccines to trigger uneven recoveries from Covid

The Covid-19 pandemic keeps its tight grip on economic activity. After the arrival of vaccines in late 2020 had sparked increased optimism about the speed of the recovery, latest news has somewhat soured the mood.

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