October 19, 2022
Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
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.
October 19, 2022
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
Keep readingSeptember 29, 2022
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Keep readingSeptember 13, 2022
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
Keep readingESG & Policy ResearchPodcasts & Videos
August 17, 2022
Algebris is committed to embracing ESG principles fully. From internal policies and projects like Algetrees (1 million trees to be...
Keep readingAugust 3, 2022
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Keep readingAugust 1, 2022
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Keep readingJuly 29, 2022
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Keep readingJuly 27, 2022
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Keep readingJuly 20, 2022
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
Keep readingJune 20, 2022
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Keep readingMay 5, 2022
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Keep readingMarch 25, 2022
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
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