Review of 2020, Outlook for 2021 in Financial Credit and Equity
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
11 December 2020
Keep readingThe 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. […]

In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
11 December 2020
Keep readingAccording to SWIFT data on international and domestic payments, in October 2020 for the first time on record Euro transactions...
Keep readingMarket Views Credit Global Credit
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
7 December 2020
Keep readingThe Algebris Bullet Credit Global Credit
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
2 December 2020
Keep readingHow is the COVID-19 situation evolving across countries while we await the mass rollout of vaccines next year? The Algebris...
Keep readingThis piece was orginally published on Verfassungsblog.de A rule of Law (RoL) conditionality has featured prominently in the negotiations of...
30 November 2020
Keep readingMarket Views Credit Global Credit
Vaccines and Markets – Where is the Value?All three main pharmaceutical companies have now released their vaccine trial results, which...
Keep readingMarket Views Credit Global Credit
Virus – Europe vs the US. Covid cases in the US have been accelerating at an alarming pace, with the...
23 November 2020
Keep readingPodcasts & Videos Credit Global Credit
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
19 November 2020
Keep readingMarket Views Credit Global Credit
Stimulus – Blue Spending on its Way.Two reasons explain the post US election rally in risk assets: first, a reduction...
16 November 2020
Keep readingPodcasts & Videos Equity Financials
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
12 November 2020
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