December 14, 2020
GLOBAL CREDIT BULLETS | Monday, 14th December 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
Lesen Sie weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
December 11, 2020
Review of 2020, Outlook for 2021 in Financial Credit and Equity
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
Lesen Sie weiterGlobal Currencies: A Multipolar Future?
According to SWIFT data on international and domestic payments, in October 2020 for the first time on record Euro transactions...
Lesen Sie weiterDecember 7, 2020
GLOBAL CREDIT BULLETS | Monday, 7th December 2020
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
Lesen Sie weiterDecember 2, 2020
The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
Lesen Sie weiterIntroducing the COVID-19 Tracker data application
How is the COVID-19 situation evolving across countries while we await the mass rollout of vaccines next year? The Algebris...
Lesen Sie weiterNovember 30, 2020
Beyond the Veto of the EU Recovery Fund
This piece was orginally published on Verfassungsblog.de A rule of Law (RoL) conditionality has featured prominently in the negotiations of...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 30th November 2020
Vaccines and Markets – Where is the Value?All three main pharmaceutical companies have now released their vaccine trial results, which...
Lesen Sie weiterNovember 23, 2020
GLOBAL CREDIT BULLETS | Monday, 23rd November 2020
Virus – Europe vs the US. Covid cases in the US have been accelerating at an alarming pace, with the...
Lesen Sie weiterNovember 19, 2020
The 2020 US Election: What happens now? – Merler – Gallo
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
Lesen Sie weiterNovember 16, 2020
GLOBAL CREDIT BULLETS | Monday, 16th November 2020
Stimulus – Blue Spending on its Way.Two reasons explain the post US election rally in risk assets: first, a reduction...
Lesen Sie weiterNovember 12, 2020
Q3 European Bank Earnings Summary
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
Lesen Sie weiter