September 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...
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September 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 readingAugust 3, 2020
A historic milestone for the EU? – Silvia Merler
Following four days of intense talks, on July 21st the EU reached an agreement on a €750bn recovery package to...
Keep readingJuly 29, 2020
Boiling frogs – Alberto Gallo
The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global...
Keep readingJuly 27, 2020
Silvia Merler on Next Generation EU, Recovery Fund and Italy
Many commentators have defined the European Council’s deal on the Recovery Fund a historic milestone for European integration. Massimiliano Grillo,...
Keep readingJuly 24, 2020
Next Generation EU: how does it work and what does it mean for Europe?
After four days of heated discussions, the European Council finally agreed on a EUR 750 bn recovery plan (Next Generation...
Keep readingJuly 21, 2020
The Silver Bullet | Boiling Frogs
“The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation...
Keep readingJuly 9, 2020
ELTIF Hedge Invest-Algebris: Offering an Authentic Contribution to Italy’s Development
Investing in Italy: why now? How to contribute to the authentic development of the country? What are the opportunities? Alex...
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