Resilienza dell'Unione Europea, inaspettato ottimismo, riapertura della Cina e il ruolo della guerra nelle relazioni internazionali. Questi alcuni dei punti chiave che sono emersi al World Economic Forum 2023 a Davos. Ascolta l'intervento di Davide Serra (Founder e CEO, Algebris Investments)

Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected optimism, China's reopening, hawkish central banks and the role of war in international relations. Listen to Davide Serra (Founder and CEO, Algebris Investments)

Russia's invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The scenario around Europe's ability to significantly reduce or remove its reliance on Russian gas should also be considered. Silvia Merler (Head of ESG and Policy Research) and Gabriele Foà (Portfolio Manager, Global Credit) talk to Douglas Branson (Head of Business Development) about the evolving situation in the latest episode of The Alpha Horizon

Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon Peters, Investment Strategist, discuss how the environment for risk assets has changed and what investors and asset allocators are doing.

Inflation is creating significant volatility and uncertainty. Simon Peters (Investment Strategist) and Douglas Branson (Head of Business Development) discuss what investors should be aware of in the current environment and how best to avoid the negative effects of inflation on investors’ portfolios.

Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head of Business Development, and Alberto Gallo, Head of Global credit strategies, discuss these and other factors in the context of what investors should be aware of for 2022.

Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as the debt we accumulate with the environment and the planet? We explore this topic in a podcast episode hosted by Douglas Branson, Head of Business Development at Algebris Investments, with contributions from Silvia Merler, Head of ESG & Policy Research, and Gabriele Foà, Co-Portfolio Manager for the Algebris Global Credit Opportunities strategy.

With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other challenges such as inflation, the risk of economic growth disappointment, the possibility of further negative Covid-19 developments & geopolitics. Are there any areas of the equity market that investors can be positive, or even excited about? Douglas Branson (Head of Business Development) & Mark Conrad (Portfolio Manager, Global Financial Equities) discuss this...

After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments in China and still-extended risk asset prices. How concerned should investors be at the moment? And how does the current environment impact portfolio construction? Douglas Branson (head of business development) and Alberto Gallo (head of global credit strategies) discuss these and other factors in the context of what investors should be thinking about...

Parlare di azionario pensando ad Algebris fa subito pensare alla specialità storica della società, il settore finanziario. In realtà, c'è molto di più - una expertise consolidata nel mondo dell'azionario italiano, grazie a un team di valore che sta ottenendo performance sempre più interessanti. Scopri di più in questo podcast con Alex Lasagna e Simone Ragazzi.

Nell'attuale contesto di mercato, gli occhi sono puntati sulle prossime mosse delle banche centrali e sull'andamento di alcune variabili macro-economiche fondamentali come l'inflazione. Ne parliamo con @Alberto Gallo e @Sebastiano Pirro nella seconda giornata di Salone del Risparmio: quali sono le migliori strategie da mettere in campo dal punto di vista del credito? Opportunità, rischi e aspettative dai due gestori Algebris in questo podcast

Il mondo Algebris - con la sua storia, le competenze del suo team, l'impegno di sempre e le nuove sfide - debutta al Salone del Risparmio. È l'occasione per raccontarsi e raccontare una rinnovata attenzione verso il mercato italiano.

In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the first half of the year and what the drivers and our expectations are for markets in the second half of 2021.

What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the risks of buying NPLs? What have been the biggest lessons learned since Algebris began and how can you capitalise on them? In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development, discuss the investment opportunities in distressed debt in the Italian real estate market.

As we head towards the end of the first half of the year with improved sentiment, strong macro data and elevated risk assets, Douglas Branson (head of business development) and Alberto Gallo (head of global credit strategies) discuss the current environment, the outlook for the next six months and what investors should consider in terms of positioning for the rest of the year.

ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach. Algebris is fully committed in its efforts to achieve and contribute to the drive for positive change by having relevant and impactful initiatives at the corporate level, and by integrating effective strategies and policies at the investment process level. Silvia Merler (head of the Algebris ESG committee) speaks to Douglas Branson,...

From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers' fiscal and monetary stimulus rescued the economy - but now inflation risks are emerging. Alberto Gallo, portfolio manager at Algebris Investments, will guide us through bond investing in a post-Covid world, and why it needs an essential rethink.

With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors are faced with a challenge of how to access yield and diversification at a time when many other areas of risk markets are at all-time highs. The pandemic-induced recession proved to be one of the toughest examinations for banks in history, with financials proving their resilience and that they really are finally ‘fit-for-purpose’. Simon Peters, Investment Strategist, and...

Le PMI sono garanzia di eccellenza e generano valore per gli investimenti, in particolare in questa fase. Scopriamo perché con Luca Mori, portfolio manager azionario Italia di Algebris Investments.