Market Views Equity Financials
Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
12 March 2021
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Podcasts & Videos Credit Financials
Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
26 February 2021
Keep readingMarket Views Equity Financials
Ahead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Keep readingMarket Views Equity Financials
Ahead of the curve | Friday, 12th February 2021
News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...
12 February 2021
Keep readingPodcasts & Videos Equity Financials
Financial Equity Outlook
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
18 January 2021
Keep readingPodcasts & Videos Equity Financials
Bank Equity Worth a Look
Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...
28 December 2020
Keep readingReview of 2020, Outlook for 2021 in Financial Credit and Equity
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
11 December 2020
Keep readingPodcasts & Videos Equity Financials
Q3 European Bank Earnings Summary
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
12 November 2020
Keep readingPodcasts & Videos Equity Financials
The M&A Wave: What to Expect
We have witnessed an authentic M&A wave of European banks recently. Are regulators encouraging this? What are the advantages for...
11 November 2020
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