December 21, 2022
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Lesen Sie weiterDecember 15, 2022
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Lesen Sie weiterNovember 4, 2022
Bond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates...
Lesen Sie weiterNovember 3, 2022
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
Lesen Sie weiterOctober 19, 2022
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
Lesen Sie weiterSeptember 29, 2022
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Lesen Sie weiterSeptember 13, 2022
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
Lesen Sie weiterESG & Policy ResearchPodcasts & Videos
August 17, 2022
Algebris is committed to embracing ESG principles fully. From internal policies and projects like Algetrees (1 million trees to be...
Lesen Sie weiterAugust 3, 2022
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Lesen Sie weiterAugust 1, 2022
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Lesen Sie weiterJuly 29, 2022
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Lesen Sie weiterJuly 27, 2022
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
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