April 1, 2021
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
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March 24, 2021
The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Lesen Sie weiterMarch 9, 2021
HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Lesen Sie weiterFebruary 26, 2021
Financial Credit: The Algebris Investment Case
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
Lesen Sie weiterFebruary 10, 2021
Brave new world – Alberto Gallo
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we...
Lesen Sie weiterJanuary 18, 2021
Financial Equity Outlook
There has been a lot of discussion of the ECB’s temporary suspension of dividend payments by banks in Europe. What are...
Lesen Sie weiterDecember 28, 2020
Bank Equity Worth a Look
Is it safe to get back into bank equity? Simon Peters, Algebris’ Investments Strategist, reflects on the actual bank framework...
Lesen Sie weiterDecember 11, 2020
Review of 2020, Outlook for 2021 in Financial Credit and Equity
In this end-of-year Q&A video, Douglas Branson, Head of Business Development and Simon Peters, Investment Strategist at Algebris Investments will...
Lesen Sie weiterNovember 19, 2020
The 2020 US Election: What happens now? – Merler – Gallo
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political...
Lesen Sie weiterNovember 12, 2020
Q3 European Bank Earnings Summary
Capital ratio, profit and losses – is it true to say that a number of banks’ shares are looking very attractive? Listen...
Lesen Sie weiterNovember 11, 2020
The M&A Wave: What to Expect
We have witnessed an authentic M&A wave of European banks recently. Are regulators encouraging this? What are the advantages for...
Lesen Sie weiterOctober 29, 2020
Preparing for the US election – Alberto Gallo
Expected scenarios and strategies while waiting for the US election results in a 3-min chat with Alberto Gallo, Global Credit...
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