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Algebris Investments is aware that fake WhatsApp Groups impersonating its CEO, Davide Serra, have recently appeared online. Neither Davide Serra nor any other Algebris Executives use WhatsApp or any other Meta platform to communicate with the public, suggest deals or request funds. These profiles and their content have no affiliation whatsoever with Algebris Investments or with Davide Serra.
On 31 May 2016, the former President of the European Commission Jean-Claude Juncker was asked why Brussels was so lenient on France’s repeated breaching of EU fiscal rules. The answer was short and telling: “Parce que c’est la France (Because it is France)”[1]. Ten years later, French public spending has reached 57% of GDP against […]
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we held more than 60 meetings with policymakers, central bankers, political and macro analysts, and the global investor community. Consensus is constructive on growth and not too negative on inflation risks. Carry trades and tech equities remain top longs, though enthusiasm for […]
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with policymakers, central bankers, political and macro analysts, and the global investor community. The consensus is constructive on growth and not too negative on inflation risks. Carry trades and tech equities remain the most popular longs, […]
In our latest piece (The Algebris Bullet | Financial Rebellion – Algebris Investments) we argue that financial repression is increasingly turning into investor rebellion, with bond risks potentially being overpriced and creating more attractive opportunities in duration. While fiscal risks remain significant and stronger AI-driven productivity could keep rates higher for longer, increasingly hawkish positioning, […]
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
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