The Investment Institute
Decoding complexity. Unlocking opportunity.
The Investment Institute by UniCredit.We live in the age of complexity. Over the last three decades, the global economy has grown exponentially more intricate, shaped by the interplay of macroeconomic, financial, technological, and geopolitical forces. We are now at a pivotal juncture. Old rules, norms and patterns no longer fully apply. Globalisation is retrenching. Pax Americana is fading. Artificial intelligence will change our way of working, living and thinking. A new capitalist era, characterised by less market and more state, is in the making. As the global economy and financial markets adapt to these shifts and shocks, we find ourselves operating in a far less certain environment for investment, one that demands deeper insights, faster communication, and more interdisciplinary thinking.
“We are excited to announce the launch of The Investment Institute by UniCredit – designed to provide the expert analysis you need to navigate these turbulent times for your investment and asset allocation decisions. Our motto is Decoding complexity. Unlocking opportunity. Uncertainty, if properly interpreted, can yield rewarding opportunities.” - 28 Jan 2025
Manuela D’Onofrio, Head of Group Investment Strategy (GIS) and Chair of the Investment Institute by UniCredit.
“Our mission is simple. We aim to help you disentangle the complexity of the world while delivering to you our ideas and insights with a light touch. Besides traditional publications, we will offer podcasts, videos, and events with prominent global thought leaders, fostering an environment open to dynamic intellectual exchange. High-quality content will be accompanied by an engaging design for the best reading experience.” - 28 Jan 2025
Fabio Petti, Head of Cross Asset Investment Strategy, (GIS) and co-Chair of the Investment Institute by UniCredit.
“We will focus on the main macroeconomic, geopolitical and market stories of the day, while offering our perspective on the megatrends that will reshape the global economy in the distant future, from new tech frontiers to demographic shifts and climate change. We will zoom in and out, back and forth, to connect the dots and see more clearly where the world is heading.” - 28 Jan 2025
Edoardo Campanella, Director and Chief Editor of the Investment Institute by UniCredit.
As the conflict in the Middle East unfolds, you can check
Annual outlook focusing on the key macro and market stories of the upcoming year. It provides a European perspective on global issues, drawing implications for investment decisions. Our flagship annual publication, with contributions from our full cohort of analysts, bringing originality and diversity to the debate.
This daily publication offers topical insights as an intellectual ingot to start the day. Coffee Break is designed to be succinct and thought-provoking, and our aim is to offer new ways of thinking and original insights on the latest macro and strategy issues.
This weekly publication wraps up the week with key insights delivered in a brief and engaging summary. It highlights things to watch for in the following week, covering data, markets, politics and central-bank meetings.
Published occasionally with the goal of promoting the activities of the Investment Institute team, our Letter from the Editor offers think-tank experts’ views on a broad spectrum of topics.
This publication is issued before and after key central-bank meetings. It provides rigorous analysis and coverage of the meetings and combines both macro considerations and market implications.
This regular publication presents a viewpoint on shifts and shocks in markets and their implications. It brings together insights from the chief investment officers in our core markets and is intended to be a regular source of information for our readers who want to stay at the forefront of activity in markets.
Published every few weeks, The Short View shines a spotlight on key macro and market stories. Combining detailed analysis with original views, it is written to be engaging and accessible and is designed to promote discussion and debate.
Published every month or so, The Long View shines a spotlight on mega trends. It provides original and thought-provoking analysis highlighting the broadening scale, scope and impact of increasing global complexity.
Every three months, we publish a slide deck of forecasts pertaining to our core economies and asset classes. This publication provides in-depth review and analysis with the intention of being an essential part of our clients’ investment toolkit.
Published around three times a year, each issue of this magazine-style publication is devoted to a specific mega trend and includes interviews with experts and analysis from the Investment Institute team.
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