Generali Global Infrastructure (GGI), an asset management company specializing in sustainable infrastructure investments, will now operate under a new name, Infranity.
We come to the same conclusion, adjusting PE by long-term earnings growth and COE/ROE, which signals the ability to produce a return on capital higher than the cost of it.
Prior to the meeting, we have received the views and insights of the professionals within the asset management industry. We have received commentaries from Pimco, Axa IM, Generali investments, Ostrum, Allianz GI, T. Rowe Price and MFS Investment Management.
During this episode of “The world of Fund Selection” it was discussed the paper of fund selection in the asset management industry, how the sector has evolved and how it is to be a women in this very male dominated industry.
Equity markets continue to climb a wall of worry amid resurgent Covid cases, US monetary policy normalization and a toppish macro momentum.