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September 19, 2024
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
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August 6, 2024
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
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July 4, 2024
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
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June 27, 2024
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
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May 23, 2024
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
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May 14, 2024
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
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April 18, 2024
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
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March 26, 2024
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
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In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
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February 20, 2024
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
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January 19, 2024
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Lesen Sie weiterDecember 5, 2023
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
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