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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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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...
Lesen Sie weiterFebruary 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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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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January 19, 2024
Davos 2024: Key Takeaways
Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been...
Lesen Sie weiterDecember 5, 2023
Algebris Year-end Updates 2023 | Energy, healthcare and digitalization to drive equity markets in 2024.
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Lesen Sie weiterNovember 29, 2023
Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
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November 13, 2023
Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
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October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
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September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Lesen Sie weiterJuly 27, 2023
Algebris Mid-Year Updates 2023 | Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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