Market Views Equity Financials
Ahead of the Curve | Friday, 9th April 2021
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
9 April 2021
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Podcasts & Videos Equity Financials
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
1 April 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 26th March 2021
Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
26 March 2021
Keep readingMarket Views Equity Global Equity
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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Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
12 March 2021
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HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
9 March 2021
Keep readingMarket Views Equity Financials
Ahead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
26 February 2021
Keep readingMarket Views Equity Financials
Ahead of the curve | Friday, 12th February 2021
News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...
12 February 2021
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Financial Equity Outlook
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
18 January 2021
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Bank Equity Worth a Look
Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...
28 December 2020
Keep readingPodcasts & Videos Equity Financials
Q3 European Bank Earnings Summary
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
12 November 2020
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