April 1, 2021
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
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.
April 1, 2021
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
Keep readingMarch 24, 2021
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Keep readingMarch 9, 2021
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Keep readingFebruary 26, 2021
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
Keep readingFebruary 10, 2021
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we...
Keep readingJanuary 18, 2021
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
Keep readingDecember 28, 2020
Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...
Keep readingDecember 11, 2020
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
Keep readingNovember 19, 2020
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
Keep readingNovember 12, 2020
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
Keep readingNovember 11, 2020
We have witnessed an authentic M&A wave of European banks recently. Are regulators encouraging this? What are the advantages for...
Keep readingOctober 29, 2020
Expected scenarios and strategies while waiting for the US election results in a 3-min chat with Alberto Gallo, Global Credit...
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