With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other challenges such as inflation, the risk of economic growth disappointment, the possibility of further negative Covid-19 developments & geopolitics.
Are there any areas of the equity market that investors can be positive, or even excited about?
Douglas Branson (Head of Business Development) & Mark Conrad (Portfolio Manager, Global Financial Equities) discuss this and related matters in the context of the short, medium & long-term opportunities of investing in financial equities.
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.