Podcasts & Videos

Market ViewsPodcasts & Videos

July 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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July 24, 2023

Favorable scenario for fixed income and longer duration securities

In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...

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Market ViewsPodcasts & Videos

July 19, 2023

Algebris Mid-Year Updates 2023 | Inflation, emerging markets, Europe: a positive scenario for fixed income.

Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...

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July 12, 2023

Responsible Investing | Finding opportunities in equity

We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...

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June 1, 2023

Responsible Investing | How to integrate climate considerations in financial analysis

How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...

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May 30, 2023

Around the world in five minutes

The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...

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April 17, 2023

What I learnt in the USA

While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...

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April 13, 2023

Responsible Investing | What it is and how the regulatory framework evolved

Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...

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March 24, 2023

European banks are safe

The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...

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March 7, 2023

What I learnt in my two weeks in Asia

Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...

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March 2, 2023

Portfolio positioning amidst higher rates and receding recession fears

2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...

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February 22, 2023

Financials: one of the few sectors with expanding profits

Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...

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