January 25, 2021
GLOBAL CREDIT BULLETS | Monday, 25th January 2021
The US – No Early Exit from Stimulus.Federal Reserve officials in recent weeks have affirmed they see no imminent change...
Lesen Sie weiterJanuary 25, 2021
The US – No Early Exit from Stimulus.Federal Reserve officials in recent weeks have affirmed they see no imminent change...
Lesen Sie weiterJanuary 18, 2021
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
Lesen Sie weiterUS Stimulus – The American Rescue Plan. President-elect Biden unveiled his $1.9tn (8.6 % GDP) ‘Phase V’ stimulus package on...
Lesen Sie weiterJanuary 11, 2021
Blue Wave.The Democrats’ win in the Georgia run-off election cemented the party’s majority in the US Senate and House of...
Lesen Sie weiterDecember 28, 2020
Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...
Lesen Sie weiterDecember 22, 2020
The choices investment managers make when allocating funds and constructing portfolios allow them to be a powerful engine behind a...
Lesen Sie weiterDecember 21, 2020
Virus – Never a break. During the weekend, the UK has imposed stricter restrictions due to a sudden surge in...
Lesen Sie weiterDecember 17, 2020
In February this year, Algebris Investments formally launched the Algebris NPL Fund III and recently completed its first close securing...
Lesen Sie weiterDecember 14, 2020
Central banks – time to go on holidays. Last week, the ECB boosted its stimulus package. The PEPP program has...
Lesen Sie weiterDecember 11, 2020
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 weiterAccording to SWIFT data on international and domestic payments, in October 2020 for the first time on record Euro transactions...
Lesen Sie weiterDecember 7, 2020
ECB – Christmas QE.ECB officials have been hinting towards continued easing into the December meeting. Our view into the last...
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