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Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
10 March 2022
Keep readingInflation is creating significant volatility and uncertainty. In the latest episode of the Alpha Horizon podcast from Algebris Investments, Simon...
4 February 2022
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The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
3 February 2022
Keep readingInflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
19 January 2022
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2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
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Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
Keep readingPodcasts & Videos Equity Financials
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
2 December 2021
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Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
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European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
5 November 2021
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Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
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Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
1 October 2021
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COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
17 September 2021
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