Financials: one of the few sectors with expanding profits
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
22 February 2023
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.
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
22 February 2023
Keep readingInflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
15 February 2023
Keep readingSome of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
20 January 2023
Keep readingMarket Views Equity Global Equity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
Keep readingMarket Views Credit Global Credit
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
9 January 2023
Keep readingThe resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
21 December 2022
Keep readingMarket Views Credit Financials
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
15 December 2022
Keep readingBond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates...
4 November 2022
Keep readingMarket Views Equity Global Equity
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 readingPodcasts & Videos Credit Global Credit
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
19 October 2022
Keep reading“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
29 September 2022
Keep readingListen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
13 September 2022
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