December 2, 2021
The 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...
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September 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...
Lesen Sie weiterJune 22, 2021
H1 almost over; what might H2 bring? – Douglas Branson, Alberto Gallo
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
Lesen Sie weiterJune 7, 2021
ESG – taking action for positive change – Silvia Merler
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
Lesen Sie weiterMay 11, 2021
Dog Money – Alberto Gallo
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
Lesen Sie weiterApril 29, 2021
Bond markets; don’t panic
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
Lesen Sie weiterApril 1, 2021
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
Lesen Sie weiterMarch 24, 2021
The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Lesen Sie weiterMarch 9, 2021
HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Lesen Sie weiterFebruary 26, 2021
Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
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