There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are the main aspects to consider around this? What would be, more generally, the outlook for financials this year?
Mark Conrad, Financial Equity Portfolio Manager at Algebris Investments, discusses the key points in the following 3 short videos.
The banking sector has received unprecedented support from fiscal and monetary policymakers. Credit markets are starting to reflect just how improved bank balance sheets are. But about equity markets?
As financials are one of the most undervalued equity sectors across the markets what we can expect? A further drop or a strong rebound?
Algebris has well-established experience in the global financial sector, with a proven track record in both credit and equity strategies. Working with the credit team and thanks to the extensive relationships across corporates and regulators, we have a unique institutional perspective into how to find value in financials.
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