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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 | Financial equity: compelling opportunities across Europe and the U.S.
Despite continued political and macro uncertainty in 2025, the core thesis on financials has been validated in both Europe and...
10 December 2025
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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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GLOBAL EQUITY BULLETS | Wednesday, 26 November 2025
Equities Pause despite solid earnings Global equities were overall muted over the past month, with a year-to-date backdrop remaining strong....
26 November 2025
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GLOBAL EQUITY BULLETS | Wednesday, 22 October 2025
Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown...
22 October 2025
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GLOBAL EQUITY BULLETS | Wednesday, 24 September 2025
Equities heat up over the summer Global equity investors enjoyed a strong summer, with markets moving materially higher since our...
24 September 2025
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Positive proof points in an uncertain world
Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
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The Algebris Podcast | Watts it worth: Wired for Growth in the Data Era
A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent...
24 July 2025
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GLOBAL EQUITY BULLETS | Wednesday, 23 July 2025
Currency Swings – The driver of Divergent S&P 500 returns As of July 18, 2025, the S&P 500 recorded a...
23 July 2025
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Mid-year Updates 2025 | Fundamentals: The True Long-Term Driver of Value
The global macroeconomic backdrop today appears complex but not without some positive signals. On one hand, there are still signs...
2 July 2025
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GLOBAL EQUITY BULLETS | Wednesday, 25 June 2025
FX Impact and Regional Divergences Shape YTD Equity Performance As of June 20, 2025, the S&P 500 posted a +2%...
25 June 2025
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Clean Alpha | Watts it Worth: Wired for Growth in the Data Era
Download The rapid growth of computing demand, driven especially by AI workloads, is making data centers one of the fastest-growing...
19 June 2025
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