March 10, 2022
This wasn’t supposed to happen
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
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.
March 10, 2022
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
Keep readingFebruary 4, 2022
Inflation is creating significant volatility and uncertainty. In the latest episode of the Alpha Horizon podcast from Algebris Investments, Simon...
Keep readingJanuary 25, 2022
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
Keep readingDecember 2, 2021
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
Keep readingWith equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
Keep readingSeptember 28, 2021
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
Keep readingJuly 16, 2021
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
Keep readingJune 30, 2021
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
Keep readingJune 22, 2021
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
Keep readingJune 7, 2021
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
Keep readingMay 11, 2021
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
Keep readingApril 29, 2021
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
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