Market Views Equity Global Equity
Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
19 September 2024
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Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overall Despite some concerns on potential economy weakness, the recent reporting season has been rosy thus...
4 September 2024
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Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
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GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing? Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris,...
31 July 2024
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Clean Alpha | Not Just Another Brick in the Wall
Download Future buildings will be structures that minimise their environmental impact and enhance the health and wellbeing of their occupants....
25 July 2024
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Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
4 July 2024
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GLOBAL EQUITY BULLETS | Wednesday, 3 July 2024
European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
3 July 2024
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Seeds of change: from the plough to the cloud
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
23 May 2024
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GLOBAL EQUITY BULLETS | Wednesday, 22 May 2024
European Banks – Profits beat expectations, driving earnings and valuation higher Last week brought the curtain down on another constructive...
22 May 2024
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Clean Alpha | Seeds of change: from the plough to the cloud
Download If we learned anything from Mark Watney in The Martian, besides the dangers and thrills of space exploration, it...
9 May 2024
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GLOBAL EQUITY BULLETS | Wednesday, 24 April 2024
EU Banks – Re-rating journey finally begins?As shown in the chart below, EU bank stocks have languished recently near valuation...
24 April 2024
Keep readingMarket Views Equity Financials
High earnings and share buybacks: a positive scenario for financial equity.
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
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