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The sweeping Republican victory in US elections revived the American dream. President Trump would be a positive disruptive force for America. Active fiscal policy and tariffs would boost internal demand, and supply-side economics would provide funding and expand capacity. US macro would undoubtedly benefit, although perhaps at the cost of temporary higher inflation and interest […]
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 […]
This piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU defence financing, but reputational fears are The European Commission’s ReArm Europe plan, published on 5 March, aims to trigger €800 billion in defence investments over four years. European Union money would be limited to €150 billion […]
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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