October 19, 2022
Back to the Future
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
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September 29, 2022
Executive Chat with Davide Serra, Founder and CEO of Algebris Investments
“Many people misunderstand the concept of investing with that of trading. You need to invest capital with patience and a...
Lesen Sie weiterSeptember 13, 2022
The Talent Show – How To Succeed In Finance
Listen to Davide Serra (Founder & CEO, Algebris Investments) in The Talent Show: a new podcast series from FT Talent,...
Lesen Sie weiterESG & Policy ResearchPodcasts & Videos
August 17, 2022
Algebris Mid-Year Update 2022 | Algebris ESG Framework
Algebris is committed to embracing ESG principles fully. From internal policies and projects like Algetrees (1 million trees to be...
Lesen Sie weiterAugust 3, 2022
Algebris Mid-Year Update 2022 | Stabilisation in inflation and less concerns about economic growth.
In Q2 we’ve seen the economy worsening and inflation remaining high at the same time. The second part of the...
Lesen Sie weiterAugust 1, 2022
Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
Lesen Sie weiterJuly 29, 2022
Fight Your Fear | Algebris Webcast
The banking sector is the only one in the world that is positively correlated to rising interest rates; it is...
Lesen Sie weiterJuly 27, 2022
Algebris Mid-Year Update 2022 | Excess capital and high yields benefit financial credit.
The war in Ukraine is a concern but has not led to losses in the banking sector due to the...
Lesen Sie weiterJuly 20, 2022
Algebris Mid-Year Update 2022 | Banken im Umfeld steigender Zinsen
Im bisherigen Jahresverlauf sind die Kurse an den Anleihe- und Aktienmärkten deutlich gefallen – auch aufgrund steigender Zinsen. Banktitel gehören...
Lesen Sie weiterJune 20, 2022
Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Lesen Sie weiterMay 5, 2022
Wartime Economics
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII...
Lesen Sie weiterMarch 25, 2022
Ukraine conflict: thoughts on Russian gas and the wider impact of sanctions
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
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