ESG & Policy Research Equity Global Equity
Italy: Eyes on the Budget Update
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
14 September 2023
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Global Equity
Algebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
27 July 2023
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Responsible Investing | Finding opportunities in equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
12 July 2023
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The Green Leaf | Green Policy Rush
Download Recent approvals of government funds accelerating the green transition seem to be good news. The most prominent developed and...
24 February 2023
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Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
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Algebris Sustainable World | Investing for scarcity
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
3 November 2022
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Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
22 April 2022
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Evergrande crisis
This week, markets turned volatile due to contagion fears from the real estate developers crisis in China. In recent weeks,...
21 September 2021
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Ahead of the Curve | Inflation, Interest Rates, and the Global Financial Sector
The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...
23 March 2021
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