February 23, 2024
The Green Leaf | The EU ESG Ratings Regulation: A Game-changer?
Download Lately, ‘ESG’ has been heavily criticized as an empty buzzword. While this criticism can be largely traced back to...
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February 22, 2024
Don’t waste the opportunity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
Keep readingClean Alpha | Don’t waste the opportunity
Download About 15 years ago, the Disney movie Wall-E was released in cinemas. It is a children’s story of the...
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February 20, 2024
The land of doves: opportunities in Credit, with active management
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
Keep readingFebruary 19, 2024
GLOBAL CREDIT BULLETS | Monday, 19 February 2024
Markets – The land of dovesIn our latest Algebris Bullet, we argue that market pricing is too dovish. Market’s view...
Keep readingFebruary 14, 2024
The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
Keep readingFebruary 12, 2024
GLOBAL CREDIT BULLETS | Monday, 12 February 2024
US – Fresh data to show us the wayThis Tuesday US CPI is expected to fall from 3.4% to 2.9%,...
Keep readingFebruary 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 February 2024
Fed – Habemus cuts (just not in March)The Fed delivered a balanced message in their meeting last week, acknowledging the...
Keep readingJanuary 30, 2024
Clean Alpha | EU clean-tech companies face a tough choice
Download Is the EU, often seen as a pioneer in leading the sustainable transition, at risk of losing ground? Meyer...
Keep readingJanuary 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 January 2024
ECB – Data-dependent, not date-dependentThe ECB held rates on Thursday as expected, but Lagarde surprised markets dovishly by pointing to...
Keep readingJanuary 22, 2024
GLOBAL CREDIT BULLETS | Monday, 22 January 2024
Central banks – Cut it deep but not that soonThe central theme of 2024 is the amount and timing of...
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