July 20, 2022
Algebris Mid-Year Update 2022 | Banken im Umfeld steigender Zinsen
Im bisherigen Jahresverlauf sind die Kurse an den Anleihe- und Aktienmärkten deutlich gefallen – auch aufgrund steigender Zinsen. Banktitel gehören...
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Podcasts & Videos
June 20, 2022
Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Lesen Sie weiterMay 5, 2022
Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Lesen Sie weiterMarch 25, 2022
Ukraine conflict: thoughts on Russian gas and the wider impact of sanctions
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
Lesen Sie weiterMarch 10, 2022
This wasn’t supposed to happen
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
Lesen Sie weiterFebruary 4, 2022
Inflation: what investors need to know
Inflation is creating significant volatility and uncertainty. In the latest episode of the Alpha Horizon podcast from Algebris Investments, Simon...
Lesen Sie weiterJanuary 25, 2022
2022: Risks and opportunities in the global economy and markets
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
Lesen Sie weiterDecember 2, 2021
How should we quantify the impact of climate change on inflation?
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
Lesen Sie weiterThe new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
Lesen Sie weiterSeptember 28, 2021
Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
Lesen Sie weiterJuly 16, 2021
Market Outlook and Review H2/H1 2021 – Simon Peters,Douglas Branson
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
Lesen Sie weiterJune 30, 2021
Non-performing loans – relevance in the current investing environment
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
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