July 8, 2020
The NPL opportunity – an Italian outlook – Alex Lasagna and Antonella di Chio
Alex Lasagna (Deputy CEO) and Antonella di Chio (Deputy Head of NPL Strategies) discuss about the NPL market in Italy,...
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June 17, 2020
A sentiment analysis of tweets following the ECB governing council meeting
A well-known anecdotical characteristic of European integration is that different member countries hold a different perception of their central bank’s...
Keep readingJune 1, 2020
The Silver Bullet | Creative Destruction
“I’d like to share a revelation that I’ve had during my time here. It came to me when I tried...
Keep readingMay 20, 2020
Capitalism post Covid-19 – Alberto Gallo
The pandemic accelerates history. New economic and policy trends will change the way capitalism looks, and investing will need to...
Keep readingMay 19, 2020
EU Recovery Fund: a Franco-German revolution.
They say good things come to those who wait. Almost a month after the inconclusive EU Council of April 23rd,...
Keep readingMay 18, 2020
Coronavirus: the EU response – Silvia Merler
How the European Union prepares to tackle the new economic crisis. ESM, Recovery fund, EU bonds – all you know...
Keep readingMay 15, 2020
Lockdown and Effective R0: A Tale of DM vs EM
People are getting familiar with the concept of R0 amid the coronavirus pandemic. Defined as the average number of new...
Keep readingMay 14, 2020
Italy 2020 deficit – a well “covered” story
With -7% growth and a 10% deficit, Italian financing needs for 2020 will be sizeable. We show that the current...
Keep readingMay 13, 2020
Coronavirus: what challenges for the EU – Silvia Merler
Latest updates and open issues in the most recent European debate. Is Europe more united today than divided? What are the...
Keep readingImpact of the Coronavirus pandemic on Italian GDP – Silvia Merler
How the Italian economy has been hit by Covid-19 (and how it could recover). The first case of COVID-19 domestic...
Keep readingA new crisis – Silvia Merler
Why the economic crisis caused by Covid-19 differs from any past wars, recessions and financial crisis. We have often heard...
Keep readingA deep dive into the Algebris world – Davide Serra
Algebris, a global asset management firm with a team of over 100 professionals, has been offering diversified investment solution since...
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