October 21, 2020
A world without safe havens – Alberto Gallo
Find out more on how to look at the financial markets and build a portfolio in an uncertain world with...
Keep readingInsights
All
カテゴリーなし
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
Brexit 2020: Australian Deal is the new No Deal
In a televised speech on October 16th, which followed weeks of deteriorating confrontations between Brussels and London, UK’s Prime Minister...
Keep readingOctober 19, 2020
GLOBAL CREDIT BULLETS | Monday, 19th October 2020
US Elections – Riding the wave. Our latest estimates assign a 86% chance of Biden winning and 62% probability for...
Keep readingGlobal Credit: what’s going on?
We’re delighted to launch a new update from our Algebris Global Credit Opportunities Fund’s team – the Global Credit Bullets....
Keep readingOctober 16, 2020
A closer look at the ECB quantitative easing programmes – Silvia Merler
In this episode, Silvia Merler, Head of Research Algebris Policy & Research Forum, will talk about how the quantitative easing...
Keep readingOctober 1, 2020
US Elections: Why a Replay of 2016 Is Less Likely
With less than forty days to go to the US presidential election, latest polling averages continue to favour a Biden...
Keep readingSeptember 29, 2020
The Silver Bullet | The Anti-Bubble Portfolio
What is financial repression? It is a set of policies resulting in savers earning returns below the rate of inflation...
Keep readingSeptember 25, 2020
The Italian National Recovery Plan: what do we know?
In a previous post, we have discussed how Italy is the country that most clearly exemplifies the degree of fiscal...
Keep readingSeptember 11, 2020
The ECB and COVID-19: undoing asymmetry?
After an initially timid response to the outbreak of COVID-19 in Italy in February 2020, the ECB announced on March...
Keep readingSeptember 6, 2020
Financial markets and “Made in Italy”: Insights by Alex Lasagna
Sunday, 6th September, 2020 marks the last day of the 46th edition of The European House-Ambrosetti Forum, The scenario of...
Keep readingSeptember 4, 2020
Has too-big-to-fail gone away? Or has it moved somewhere else?
In the aftermath of the 2008 global financial crisis, the G20 endorsed a number of reforms intended to make the...
Keep readingAugust 18, 2020
Italian SMEs – Investing today – Davide Serra
After the Covid-19 shock, Italy prepares for a new recovery. Davide Serra, CEO of Algebris, highlights the key reasons why...
Keep reading