March 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 weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
March 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
Lesen Sie weiterMarch 5, 2021
February 2021
US President Biden and the ‘blue’ Senate are finalising details for a significant additional fiscal package to be passed in...
Lesen Sie weiterMarch 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
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...
Lesen Sie weiterAhead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Lesen Sie weiterFebruary 24, 2021
Super Mario: Mission Impossible?
Why is it that politics, which alone has the power to translate analyses into laws, does not adopt Cavour’s phrase...
Lesen Sie weiterFebruary 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd February 2021
Rates – Time to watch out. For investors, it is time to take the move in rates more seriously. YTD,...
Lesen Sie weiterFebruary 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th February 2021
Rate markets – The US vs The RoW.We believe more 2021 US stimulus will cause Treasuries to continue widening gradually....
Lesen Sie weiterFebruary 12, 2021
Ahead of the curve | Friday, 12th February 2021
News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...
Lesen Sie weiterFebruary 10, 2021
Brave new world – Alberto Gallo
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we...
Lesen Sie weiterFebruary 8, 2021
GLOBAL CREDIT BULLETS | Monday 8th February 2021
The US, China and the vaccine rollout.Recent macro data from the US and China appears encouraging, showing a modest recovery...
Lesen Sie weiter