April 8, 2021
March 2021
President Biden signed the $1.9trn fiscal stimulus package into law this month as the US economy continues to open up...
Keep readingInsights
All
カテゴリーなし
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
April 1, 2021
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
Keep readingMarch 29, 2021
GLOBAL CREDIT BULLETS | Monday, 29th March 2021
US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
Keep readingMarch 26, 2021
Ahead of the Curve | Friday, 26th March 2021
Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
Keep readingMarch 24, 2021
The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Keep readingMarch 23, 2021
Ahead of the Curve | Inflation, Interest Rates, and the Global Financial Sector
The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...
Keep readingMarch 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
Keep readingMarch 19, 2021
AI in Finance: Deciphering Fedspeak with Natural Language Processing
Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
Keep readingMarch 16, 2021
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
Keep readingMarch 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
Keep readingMarch 12, 2021
Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
Keep readingMarch 9, 2021
HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Keep reading