August 3, 2022
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
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August 1, 2022
Fight Your Fear
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
Fight Your Fear | Algebris Webcast
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
Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Lesen Sie weiterJuly 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...
Lesen Sie weiterJune 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...
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