February 22, 2024
Don’t waste the opportunity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
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February 22, 2024
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
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February 20, 2024
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
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January 19, 2024
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingDecember 5, 2023
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingNovember 29, 2023
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
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November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
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October 11, 2023
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
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September 26, 2023
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingJuly 27, 2023
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Keep readingJuly 19, 2023
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
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July 12, 2023
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
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