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October 17, 2024
It’s not Easy Like Sunday Morning
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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.
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October 17, 2024
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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October 15, 2024
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
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September 19, 2024
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
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August 6, 2024
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
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July 4, 2024
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
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June 27, 2024
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
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May 23, 2024
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
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May 14, 2024
In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...
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April 18, 2024
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
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March 26, 2024
The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...
Keep readingFebruary 22, 2024
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
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February 20, 2024
In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...
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