Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 22 July 2026
Navigating tech uncertainty Equity markets gave back some of the gains recorded in recent months, as the AI and semiconductor complex...
22 July 2026
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Market Views Equity Global Equity
The Algebris View | Global Equity: Looking Beyond Market Volatility
In the first part of the year, equity markets continued to deliver positive returns. Year to date, the US market...
14 July 2026
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GLOBAL EQUITY BULLETS | Wednesday, 24 June 2026
Peace Dividend Building on a year already defined by geopolitical risk and AI excitement, equity markets pushed higher through the...
24 June 2026
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GLOBAL EQUITY BULLETS | Wednesday, 27 May 2026
The AI wave lifts all boats Building on the sharp April recovery, equity markets extended their gains through May, with ceasefire talks...
27 May 2026
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GLOBAL EQUITY BULLETS | Wednesday, 22 April 2026
V-Shaped recovery as ceasefire hopes unlock risk appetite After a sharp sell-off triggered in late February by the US-Israel strikes...
22 April 2026
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GLOBAL EQUITY BULLETS | Wednesday, 25 March 2026
Middle East tensions trigger global market sell-off After a relatively strong start to the year, during which Asian markets and Europe outperformed a broadly flat US market,...
25 March 2026
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GLOBAL EQUITY BULLETS | Wednesday, 25 February 2026
A positive start to 2026 Global equities began 2026 on an upbeat note, with the MSCI World Index rising 2.3%...
25 February 2026
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Clean Alpha | €22 billion to admit the obvious: Customers are not ready for EVs
Download On Friday, February 6, 2026, Stellantis announced a deep strategic “reset” of the group. Management acknowledged that the transition...
9 February 2026
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GLOBAL EQUITY BULLETS | Wednesday, 28 January 2026
Annual review – A strong 2025 for global equities Global equities navigated periodic volatility in 2025 but finished strongly, with...
28 January 2026
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Clean Alpha | Make Real Estate Great Again
Download Real Estate and the Trump Playbook: Why property could be the next political trade While much of the political...
22 January 2026
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The Algebris View | Beyond the Mag 7: Positioning for Growth in Global Equity Markets
April 2, 2025 (Liberation Day) marked the major turning point for markets: once the rules of the game became clearer,...
3 December 2025
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