August 1, 2022
Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Keep readingFrom current affairs to policy matters, from economy to market and financial insights – don’t miss the latest insights from the voices of our experts.
August 1, 2022
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Keep readingJuly 29, 2022
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Keep readingJuly 27, 2022
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Keep readingJuly 20, 2022
Bond and equity markets have fallen heavily year-to-date. They are having their worst start of a year for more than...
Keep readingJune 20, 2022
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Keep readingMay 5, 2022
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Keep readingMarch 25, 2022
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
Keep readingMarch 10, 2022
Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
Keep readingFebruary 4, 2022
Inflation is creating significant volatility and uncertainty. In the latest episode of the Alpha Horizon podcast from Algebris Investments, Simon...
Keep readingJanuary 25, 2022
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
Keep readingDecember 2, 2021
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
Keep readingWith equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
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