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Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two decades, and this different pace of growth has been mirrored in the stock market performance. In the early 2000s US and EU economies were roughly comparable in size; until 2012, the two economies had the […]
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade surpluses towards the US. Termed as “Liberation Day” by Trump, investors fear the announcement sparks a new risk-off episode as the markets interpretation has lately shifted towards growth instead of inflation fears. Europe is at […]
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are traditional food companies adapting to a world where consumers are prioritizing health over convenience? Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), and Iacopo Esposito (Analyst) join us to […]
“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because you are afraid of what’s happened in the past. It has really turned a new leaf; it is completely different—it’s a totally compelling, different investment case.” Listen to Benjie Creelan Sandford (Financial Equity Analyst), Bruno […]
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
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