Insights

Market Views

Davos 2026: Key Markets & Macro Implications

The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

January 23, 2026

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 28 August 2023

Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...

28 August 2023

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 31 July 2023

Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...

31 July 2023

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Equity Global Equity

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...

27 July 2023

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Market Views Credit Global Credit

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...

24 July 2023

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 24 July 2023

Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...

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Market Views Credit Global Credit

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...

19 July 2023

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 17 July 2023

US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...

17 July 2023

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Market Views Equity Global Equity

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,...

12 July 2023

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 10 July 2023

China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...

10 July 2023

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Market Views Credit Global Credit

GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023

US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...

4 July 2023

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Credit Global Credit

GLOBAL CREDIT BULLETS | Monday, 26 June 2023

Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...

26 June 2023

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