February 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,...
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February 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 weiterFebruary 4, 2021
The Silver Bullet | Brave New World
The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...
Lesen Sie weiterAlgebris launches a dedicated environmental business unit led by Valerio Camerano
Algebris Investments announces the launch of a team dedicated to the environment and sustainability that will be led by Valerio...
Lesen Sie weiterFebruary 1, 2021
CFA UK: Alberto Gallo on The New Bond Vigilantes
What can investors do to navigate in an environment where yields and returns are extremely low? Alberto Gallo, Portfolio Manager,...
Lesen Sie weiterCitywire Italy Awards: Lasagna on Algebris’ strategies
Algebris Investments won the Citywire Italy Award for the Global bonds category. In a video interview with Citywire Italy, Alex...
Lesen Sie weiterGLOBAL CREDIT BULLETS | Monday, 1st February 2021
The US – Economic Recovery is Slowing.The FED acknowledged that the pace of the economic recovery is slowing, with weakness...
Lesen Sie weiterJanuary 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 18, 2021
Financial Equity Outlook
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
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