@Generali Investments.
After all the volatility of 2025, where do fixed income markets currently stand? How will Germany’s rearmament drive affect wider growth and industry? Given the political situation in France, how relevant is the core-periphery divide nowadays?
With solid corporate balance sheets in Europe and room for further rate cuts in the US, conditions appear favourable for fixed income. But with diverging growth stories, and potential shocks such as the ongoing political situation in France, active bond management has never been more important.
In this Q&A, two senior investment specialists from Generali Asset Management – Salvatore Bruno, Deputy Head of Investments and Head of Active Management, and Mauro Valle, Head of Active Fixed Income – share how they are parsing risk and opportunity.
From details on the fiscal plans of European governments, to examining yield curve opportunities, learn what fixed income investors need to know about the complex macro environment.
