The Alpha Horizon

The Alpha Horizon

From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.

Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/

Episoder(45)

La prima volta non si scorda mai

La prima volta non si scorda mai

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 atte...

16 Sep 202115min

Market Outlook and Review H2/H1 2021

Market Outlook and Review H2/H1 2021

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 expectat...

21 Jul 20219min

Non-performing loans – relevance in the current investing environment

Non-performing loans – relevance in the current investing environment

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 ...

2 Jul 20218min

H1 almost over; what might H2 bring?

H1 almost over; what might H2 bring?

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 ...

23 Jun 202117min

ESG – taking action for positive change

ESG – taking action for positive change

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...

8 Jun 202110min

Dog money

Dog money

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 ...

14 Mai 20218min

Bond markets; don’t panic

Bond markets; don’t panic

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 t...

5 Mai 20219min

PMI, le STAR del circuito targato Made in Italy

PMI, le STAR del circuito targato Made in Italy

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.

21 Apr 20219min

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