As we head towards the end of the first half of the year with improved sentiment, strong macro data and elevated risk assets, Douglas Branson (head of business development) and Alberto Gallo (head of global credit strategies) discuss the current environment, the outlook for the next six months and what investors should consider in terms of positioning for the rest of the year.Disclaimer: These podcasts should not be copied, distributed, published or reproduced, in whole or in part. These recordings are for informational purposes and have been prepared by Algebris (UK) Limited (“Algebris”). Each podcast is not intended to be relied upon as a forecast, research or investment advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date of recording and are subject to change. The views and opinions of any guest participants on these podcasts are not necessarily those of Algebris and its affiliates.
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