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...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 24 July 2023
Fed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
Lesen Sie weiterJuly 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...
Lesen Sie weiterJuly 17, 2023
GLOBAL CREDIT BULLETS | Monday, 17 July 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
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,...
Lesen Sie weiterJuly 10, 2023
GLOBAL CREDIT BULLETS | Monday, 10 July 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
Lesen Sie weiterAlgebris Green Transition Fund closes latest fundraising round at more than €260 million
Milan, 10th July 2023 – Algebris Investments’ first private equity fund, the Algebris Green Transition Fund (the “Fund”), which launched...
Lesen Sie weiterJuly 6, 2023
June 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterJuly 4, 2023
GLOBAL CREDIT BULLETS | Tuesday, 4 July 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
Lesen Sie weiterJune 26, 2023
GLOBAL CREDIT BULLETS | Monday, 26 June 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
Lesen Sie weiterJune 19, 2023
GLOBAL CREDIT BULLETS | Monday, 19 June 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
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