Next Generation EU: how does it work and what does it mean for Europe?
After four days of heated discussions, the European Council finally agreed on a EUR 750 bn recovery plan (Next Generation...
24 July 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. […]

After four days of heated discussions, the European Council finally agreed on a EUR 750 bn recovery plan (Next Generation...
24 July 2020
Keep readingThe Algebris Bullet Credit Global Credit
“The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation...
21 July 2020
Keep readingMarket Views Equity Global Equity
Investing in Italy: why now? How to contribute to the authentic development of the country? What are the opportunities? Alex...
9 July 2020
Keep readingPodcasts & Videos Private markets
Alex Lasagna (Deputy CEO) and Antonella di Chio (Deputy Head of NPL Strategies) discuss about the NPL market in Italy,...
8 July 2020
Keep readingESG & Policy Research Credit Global Credit
A well-known anecdotical characteristic of European integration is that different member countries hold a different perception of their central bank’s...
17 June 2020
Keep readingThe Algebris Bullet Credit Global Credit
“I’d like to share a revelation that I’ve had during my time here. It came to me when I tried...
1 June 2020
Keep readingPodcasts & Videos Credit Global Credit
The pandemic accelerates history. New economic and policy trends will change the way capitalism looks, and investing will need to...
20 May 2020
Keep readingThey say good things come to those who wait. Almost a month after the inconclusive EU Council of April 23rd,...
19 May 2020
Keep readingHow the European Union prepares to tackle the new economic crisis. ESM, Recovery fund, EU bonds – all you know...
18 May 2020
Keep readingPeople are getting familiar with the concept of R0 amid the coronavirus pandemic. Defined as the average number of new...
15 May 2020
Keep readingWith -7% growth and a 10% deficit, Italian financing needs for 2020 will be sizeable. We show that the current...
14 May 2020
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