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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....

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

October 15, 2024

Interest rates check-up

In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

September 19, 2024

Not just another brick in the wall: investing in the future of buildings

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

Recent market turmoil: a positioning shake-up.

Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

July 4, 2024

Mid-Year Updates 2024 | Equity: themes for the future.

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

Mid-Year Updates 2024 | Credit: a bond picker market.

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

Seeds of change: from the plough to the cloud

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

World view from Asia

In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear...

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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

April 18, 2024

High earnings and share buybacks: a positive scenario for financial equity.

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

What to do with the US economy running hot

The US is running a ‘hot’ economy, Japan is showing signs of growth, Europe is stagnating and China is facing...

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Market ViewsPodcasts & Videos

February 22, 2024

Don’t waste the opportunity

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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Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos

February 20, 2024

The land of doves: opportunities in Credit, with active management

In out latest Algebris Bullet, we argue that the pricing for 2024 has shifted from no landing and potential credit...

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