10 novembre 2017

Notizie

WEF Article: How the American dream turned into greed and inequality

The American Dream is broken. Paul Ryan, speaker of the House of Representatives, recently stated that "in our country, the condition of your birth does not determine the outcome of your life."   Yet the idea that every American has an equal opportunity to move up in life is false. Social mobility has declined over the past decades, median wages have stagnated…

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31 ottobre 2017

Silver Bullet

The Silver Bullet | The Central Bank Bubble: How Will It Burst?

Imagine a coin. Now there's a ninety percent chance of flipping the coin and getting heads, and a ten percent chance of getting tails: heads you win $5, tails you lose $30. Would you play the game?   The short answer is yes, because it yields a positive probability-adjusted payoff.   Now let’s imagine a different coin, with 98% percent…

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25 ottobre 2017

Video

Bloomberg: Gallo Says We Should Thank China

Alberto Gallo, portfolio manager at Algebris Investments, argues that China is still an engine of growth in the global arena despite its lower growth path in recent years. He speaks with Bloomberg's Anna Edwards and Manus Cranny on "Bloomberg Daybreak: Europe." (Source: Bloomberg)    

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16 ottobre 2017

Notizie

Algebris launches PIR compliant-fund

Algebris Investments inaugurates the PIR space by launching the Algebris Core Italy Fund, a sub-fund of Algebris UCITS Funds plc.  The Fund will invest primarily in credit and equity securities of Italian companies, focusing on the small and mid-capitalization segment of the market. The credit/equity split will be opportunistically managed and is expected to start at 70/30. The firm leverages…

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12 ottobre 2017

Video

Bloomberg: Serra: JPMorgan Is Very Attractive

Davide Serra, chief executive officer and founder of Algebris Investments, discusses coming bank earnings and outlook for JPMorgan. He speaks with Francine Lacqua on "Bloomberg Surveillance" live from Washington DC. (Source: Bloomberg)  

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21 settembre 2017

Silver Bullet

The Silver Bullet | Interplanetary Bubbles

A Martian economist lands on Earth. The most famous economists from Earth gather to greet their new visitor. They speak about Earth’s flourishing economy and global growth rates: the US is above 2%. Europe is catching up towards that, and Emerging Markets are in good shape with China still resilient despite approaching 6%. Earth seems to have recovered well from…

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