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 political scenario, Alberto Gallo, Head of Macro Strategies at Algebris Investments, discusses implications and perspectives for investors.

What does it mean that government bond investors are “boiling frogs“? Why is that?
The European Union approved a €750bn Recovery Fund while the US will hold elections in November. Where do you see risks and opportunities around the world?
3 From a strategic perspective, what are the asset classes we see value in today?

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