Podcasts & Videos

Market ViewsPodcasts & Videos

November 29, 2023

Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.

Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...

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November 13, 2023

Inflation has peaked: time to stretch duration.

Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...

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October 11, 2023

Responsible Investing | Finding opportunities in fixed income

In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...

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September 26, 2023

China, Europe, USA: a view on fixed income

In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...

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Market ViewsPodcasts & Videos

July 27, 2023

Algebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.

The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...

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July 24, 2023

Favorable scenario for fixed income and longer duration securities

In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...

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Market ViewsPodcasts & Videos

July 19, 2023

Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.

Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...

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July 12, 2023

Responsible Investing | Finding opportunities in equity

We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

June 1, 2023

Responsible Investing | How to integrate climate considerations in financial analysis

How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

May 30, 2023

Around the world in five minutes

The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

April 17, 2023

What I learnt in the USA

While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

April 13, 2023

Responsible Investing | What it is and how the regulatory framework evolved

Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...

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