This wasn't supposed to happen
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...
10 Mars 20227min
Inflation: what investors need to know
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 c...
4 Feb 20227min
2022: Risks and opportunities in the global economy and markets
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 Albe...
22 Jan 202214min
How should we quantify the impact of climate change on inflation?
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 explor...
15 Dec 20217min
The new opportunities in financial equity
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, th...
9 Dec 202110min
Post-summer; macro, inflation & China in focus
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 concern...
29 Sep 202117min
Non solo banche: le opportunità azionarie secondo Algebris
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'aziona...
20 Sep 202120min
L'obbligazionario secondo Algebris
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 co...
17 Sep 202123min
