February 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...
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Ahead 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...
Keep readingFebruary 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...
Keep readingFebruary 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...
Keep readingFebruary 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...
Keep readingFebruary 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,...
Keep readingGLOBAL 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...
Keep readingJanuary 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...
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