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March 24, 2023
European banks are safe
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
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March 7, 2023
What I learnt in my two weeks in Asia
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
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March 2, 2023
Portfolio positioning amidst higher rates and receding recession fears
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
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February 22, 2023
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...
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February 15, 2023
Inflation, rates and why financials are in the sweet spot
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
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January 20, 2023
What I learnt in Davos
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
Lesen Sie weiterJanuary 17, 2023
Sustainability: Driver to increase companies’ competitiveness and an investment opportunity
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Lesen Sie weiterJanuary 9, 2023
Algebris Macro Outlook 2023 | A positive year for bond and credit markets
We believe 2023 will be a positive year for bond markets in general and credit markets in particular. We will...
Lesen Sie weiterDecember 27, 2022
Algebris Update zum Jahresende 2022 | Marktausblick 2023
Lennart Lengeling, Macro Analyst bei Algebris Investments, erklärt in seinem Jahresausblick, wie sich verschiedene Faktoren im kommenden Jahr auf das...
Lesen Sie weiterDecember 21, 2022
Algebris Year-end Update 2022 | Opportunities offered by a balanced exposure to financial credit and equity
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
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Algebris Year-end Update 2022 | Positive risk reward for bonds of financial institutions
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Lesen Sie weiterNovember 4, 2022
The financial sector: an increasing area of focus for investors
Bond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates...
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