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Market ViewsPodcasts & Videos Credit Global Credit
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
24 July 2023
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Market ViewsPodcasts & Videos Credit Global Credit
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
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Market ViewsPodcasts & Videos Equity Global Equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
12 July 2023
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Market ViewsMarket ViewsPodcasts & VideosPodcast e video
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
1 June 2023
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Market ViewsMarket ViewsPodcasts & VideosPodcast e video
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
30 May 2023
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Market ViewsMarket ViewsPodcasts & VideosPodcast e video
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
17 April 2023
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Market ViewsMarket ViewsPodcasts & VideosPodcast e video
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
13 April 2023
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Market ViewsPodcasts & Videos Financials
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
24 March 2023
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Market ViewsMarket ViewsPodcasts & VideosPodcast e video
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
7 March 2023
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Market ViewsPodcasts & Videos Credit Global Credit
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
2 March 2023
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Market ViewsPodcasts & Videos Financials
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
22 February 2023
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Market ViewsPodcasts & Videos Financials
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
15 February 2023
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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.