March 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...
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March 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 readingMarch 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
Keep readingMarch 5, 2021
February 2021
US President Biden and the ‘blue’ Senate are finalising details for a significant additional fiscal package to be passed in...
Keep readingMarch 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
Keep readingFebruary 26, 2021
Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
Keep readingAhead of the curve | Friday, 26th February
News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...
Keep readingFebruary 24, 2021
Super Mario: Mission Impossible?
Why is it that politics, which alone has the power to translate analyses into laws, does not adopt Cavour’s phrase...
Keep readingFebruary 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,...
Keep readingFebruary 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....
Keep readingFebruary 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...
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