June 20, 2022
Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
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.
June 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...
Keep readingSeptember 28, 2021
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
Keep readingJuly 16, 2021
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
Keep readingJune 30, 2021
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
Keep readingJune 22, 2021
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
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