Market Views Equity Financials
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
Keep readingFrom current affairs to policy matters, from economy to market and financial insights – don’t miss the latest insights from the voices of our experts.
Market Views Equity Financials
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
Keep readingMarket 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 readingMarket 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 readingMarket 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 readingIn the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
14 May 2024
Keep readingMarket 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 readingThe US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
26 March 2024
Keep readingMarket 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 readingMarket 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 readingOver the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
19 January 2024
Keep readingMarket 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 readingMarket 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
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