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From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware. Please read the...
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From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
show less
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
17 OCT 2024 · In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23. In April there was talk of ‘higher for longer’. Growth held, inflation held, and central banks were cautious. In August, the US labour market showed signs of weakening and the markets called for cuts.
The focus of central banks has therefore shifted from inflation to growth. While the Fed faces a resilient US economy and will have to be cautious in its round of cuts, in Europe the ECB will have to cut to cope with an economic slowdown, albeit not a recession.
In the latest Algebris podcast, this and an analysis on the upcoming US elections and the delicate situation in the Middle East. Listen to Gabriele Foà (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK).
https://www.algebris.com/?p=22509
15 OCT 2024 · In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the US economy is growing faster and deficit won't come down anytime soon. Also, a look at the economy in Japan and China.
After a month of meetings with entrepreneurs and bankers around the world, listen to Davide Serra (Founder and CEO, Algebris Investments) on the latest developments in global markets.
https://www.algebris.com/podcast/interest-rates-check-up/
Visit https://www.algebris.com/disclaimer/ for important information about this podcast.
18 SEP 2024 · In their latest https://www.algebris.com/clean-alpha/clean-alpha-not-just-another-brick-in-the-wall/ report, the global equity team at Algebris explains the benefits of advanced technology in building construction and renovation, and the investment opportunities in the sector.Future buildings will be structures that minimise their environmental impact and enhance the health and wellbeing of their occupants. They will use less energy, water, and materials, and produce less waste and greenhouse gas emissions than conventional buildings. They will also provide better indoor air quality, thermal comfort, and natural lighting.
Listen to the latest Algebris podcast with Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Portfolio Manager) and Antonio Focella (Equity Analyst), interviewed by Douglas Branson (Head of Business Development UK).
6 AUG 2024 · Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on Monday, followed however by a significant rebound on Tuesday. What happened and what does it mean for investors?
Listen to Davide Serra, Founder and CEO of Algebris Investments, on the movements that took place in the markets, Asia and global economy.
23 MAY 2024 · In their latest report Clean Alpha | Seeds of change: from the plough to the cloud, the global equity team at Algebris explains how agriculture is fundamental to the survival and prosperity of the human species.
When we think of agriculture, we probably have in mind farmers with a tractor and a plough. In reality, there is a very different kind of agriculture, namely precision agriculture, which puts data at the service of farms. What does this mean? Real-time monitoring of a field's weather and productivity and better decision-making systems for farmers; all of which translates into better yields and investment opportunities.
Listen to the latest Algebris podcast with Silvia Merler (Head of ESG & Policy Research) and Simone Ragazzi (Portfolio Manager), interviewed by Douglas Branson (Head of Business Development).
14 MAY 2024 · In the latest update from Davide Serra (Algebris Investments, Founder and CEO) following his recent trip to Asia, we hear about the global economic views of CEOs and policy makers in the region: covering the recovery in China, the region's strong focus on the US dollar and the role of a risk averse European economy.
18 APR 2024 · How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are banks faring in early 2024?
In this podcast, Douglas Branson, Head of Business Development at Algebris and Benjie Creelan Sandford, Equity analyst at Algebris, discuss the banking sector and outline the opportunities in financial equities.
26 MAR 2024 · The US is running a 'hot' economy, Japan is showing signs of growth, Europe is stagnating and China is facing structural problems.
Against this backdrop of positive growth and recovering volumes, especially from a credit perspective, we expect rates to remain at 3-4% in the US and 2-3% in Europe: the financial sector could offer interesting returns, with stocks offering attractive dividends. Also in the bond market, the financial sector offers value, while the rest should be selected carefully.
Find out more in the latest update from Davide Serra, Founder and CEO of Algebris.
6 MAR 2024 · In our report https://www.algebris.com/clean-alpha/clean-alpha-dont-waste-the-opportunity/, we reference the Disney movie Wall-E, the children's tale about the last robot on Earth, forced to clean up and sort out the endless mountains of waste abandoned by mankind.
As investors, we see this sector as a relevant long-term opportunity.
Listen to the latest podcast with with Silvia Merler (Head of ESG & Policy Research, Algebris Investments), Simone Ragazzi (Portfolio Manager, Algebris Investments) and Douglas Branson (Head of Business Development, Algebris Investments).
20 FEB 2024 · In out latest https://www.algebris.com/algebrisbullet/the-algebris-bullet-the-land-of-doves/, we say that the pricing for 2024 has shifted from no landing and potential credit stress to a comforting soft landing, a scenario where central banks cut despite healthy growth.
Markets decided we now live in a land of doves.
Listen to our latest podcast with Gabriele Foà (Global Credit Portfolio Manager, Algebris Investments) and Douglas Branson (Head of Business Development, Algebris Investments) discussing the key concepts of the bullet.
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware. Please read the...
show more
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
show less
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
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| Author | Algebris Investments |
| Organization | Algebris Investments |
| Categories | Investing |
| Website | - |
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