Market Outlook and Review H2/H1 2021 – Simon Peters,Douglas Branson
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
16 July 2021
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Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 12th July 2021
China – Pre-emptive cuts.This week, China’s PBOC surprised the market by cutting the required reserves requirement by 50bp to 12%...
12 July 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
9 July 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday 5th July 2021
US data – Strong but not enough.US June payrolls came in relatively strong, with 850k jobs added vs 720k expected. Most...
5 July 2021
Keep readingThe Algebris Bullet Credit Global Credit
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
2 July 2021
Keep readingPodcasts & Videos Private markets
Non-performing loans – relevance in the current investing environment
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
30 June 2021
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 28th June 2021
US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
28 June 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
25 June 2021
Keep readingComparing the US and Eurozone post-Covid labour markets
A comparison of Beveridge curves in the Eurozone and the US shows how, while in Euro countries a return to...
24 June 2021
Keep readingIs the US Approaching a Wage-Price Spiral? It’s Still Too Early to Tell
The US is bouncing back strongly from the Covid-driven recession, as vaccination rate climbs and states reopen their economies. With...
23 June 2021
Keep readingPodcasts & Videos Credit Global Credit
H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
22 June 2021
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