From current affairs to policy matters, from economy to market and financial insights – don’t miss the latest insights from the voices of our experts.
Filtered by Category
Podcasts & Videos
Market Views
Equity
Global Equity
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
4 July 2024
Keep reading
Market Views
Credit
Global Credit
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
27 June 2024
Keep reading
Market Views
Equity
Global Equity
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
23 May 2024
Keep reading
Market Views
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
14 May 2024
Keep reading
Market Views
Equity
Financials
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
Keep reading
Market Views
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
26 March 2024
Keep reading
Market Views
Equity
Global Equity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
22 February 2024
Keep reading
Market Views
Credit
Global Credit
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
20 February 2024
Keep reading
Market Views
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
19 January 2024
Keep reading
Market Views
Equity
Global Equity
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
5 December 2023
Keep reading
Market Views
Credit
Global Credit
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
29 November 2023
Keep reading
Market Views
Credit
Global Credit
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
13 November 2023
Keep reading
These podcasts should not be copied, distributed, published or reproduced, in whole or in part. These recordings are for informational purposes and have been prepared by Algebris (UK) Limited (“Algebris”). Our podcasts are not intended to be relied upon as a forecast, research or advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date of recording and are subject to change. The views and opinions of any guest participants on these podcasts are not necessarily those of Algebris and its affiliates. The information and opinions contained in these recordings are derived from proprietary and non-proprietary sources deemed by to be reliable by Algebris and are not guaranteed as to accuracy or completeness. They may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that these will come to pass. Reliance upon information on this site and/or the recordings is at the sole discretion of the reader and/or listener.
© Algebris Investments. Algebris Investments is the trading name for the Algebris Group.