May 5, 2021
The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
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May 3, 2021
National Recovery and Resilience Plans
An interactive dashboard that we will populate with data from the NextGenerationEU NRRPs as soon as they are published, including...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
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 26, 2021
GLOBAL CREDIT BULLETS | Monday, 26th April 2021
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
Lesen Sie weiterApril 23, 2021
Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
Lesen Sie weiterApril 19, 2021
GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
Lesen Sie weiterApril 12, 2021
An attractive environment for active bond managers, with macro and micro opportunities
Algebris Global Credit Opportunities Fund among the best funds of the MondoAlternative Awards 2021. (Article only available in Italian).
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
Lesen Sie weiterApril 9, 2021
Ahead of the Curve | Friday, 9th April 2021
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
Lesen Sie weiterApril 8, 2021
March 2021
President Biden signed the $1.9trn fiscal stimulus package into law this month as the US economy continues to open up...
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...
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