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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.
Global equities are set to finish October close to where they began. However, the apparent stability on the surface hides significant movement underneath. In the US, the S&P 500 is on track to end the month roughly flat, but this masks a notable rotation. The S&P 500 ex-AI index gained around 6% in October, with […]
Another week of volatility and pressure on French spreads, which have touched 175bp. France’s fiscal position is becoming increasingly difficult to ignore (as we argued in our latest piece À bout de souffle: What’s up with France) : the budget deficit reached approximately 5.1% of GDP in 2025, while public debt rose to 115.6% of […]
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 […]
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