The Algebris Bullet Equity Financials
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
10 March 2023
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ESG & Policy Research Equity Global Equity
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
Keep readingMarket Views Equity Global Equity
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
Keep readingPodcasts & Videos Equity Financials
This wasn’t supposed to happen
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
10 March 2022
Keep readingMarket Views Equity Financials
Ahead of the Curve | Thursday, 3rd February 2022
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
3 February 2022
Keep readingMarket Views Equity Financials
Ahead of the Curve | Thursday, 13th January 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
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Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
Keep readingPodcasts & Videos Equity Financials
The new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
2 December 2021
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Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
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