Market ViewsMarket ViewsPodcasts & VideosPodcast e video
March 26, 2024
What to do with the US economy running hot
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
Keep readingFrom current affairs to policy matters, from economy to market and financial insights – don’t miss the latest insights from the voices of our experts.
Market ViewsMarket ViewsPodcasts & VideosPodcast e video
March 26, 2024
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
Keep readingFebruary 22, 2024
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
February 20, 2024
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
January 19, 2024
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Keep readingDecember 5, 2023
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingNovember 29, 2023
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
October 11, 2023
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
September 26, 2023
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingJuly 27, 2023
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video
July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Keep readingJuly 19, 2023
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
Keep reading