December 12, 2024
Year-end Updates 2024 | A strong year for the Equity of Global Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
Lesen Sie weiterDecember 12, 2024
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
Lesen Sie weiterDecember 10, 2024
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
Lesen Sie weiterDecember 4, 2024
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
November 25, 2024
In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
November 13, 2024
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
October 17, 2024
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
October 15, 2024
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
September 19, 2024
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
August 6, 2024
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
July 4, 2024
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
June 27, 2024
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
May 23, 2024
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
Lesen Sie weiter