The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is 3x larger than it was in 2019, and easy money turned into all-time high household wealth. Couple that with the largest fiscal push since WWII and the worst supply shock since 1973, and something has to give. That something is inflation, and with it, markets. Douglas Branson (Head of Business Development), Tao Pan (Head of AI and Big Data) Gabriele Foà (Global Credit Portfolio Manager) and Silvia Merler (Head of ESG & Policy Research) discuss the key market risks for the next 12 months and what opportunities are arising for investors.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.
The information and opinions contained in these recordings are derived from proprietary and non-proprietary sources deemed by to be reliable by Algebris and are not guaranteed as to accuracy or completeness. They may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that these will come to pass. Reliance upon information on this site and/or the recordings is at the sole discretion of the reader and/or listener. Past performance is not indicative of current or future results. Algebris is not providing any financial, economic, legal, accounting, or tax advice or recommendations in these podcasts.