23 個單集

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.

The Alpha Horizon Algebris Investments

    • 商業

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.

    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 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 Douglas Branson, Head of Business Development, discuss the current state of the bond market and focus on the opportunity offered by the subordinated debt of financials. There is a solution in credit markets for investors…

    • 9 分鐘
    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.

    • 9 分鐘
    Are the planets finally aligning?

    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 catalysts are finally in place for the opportunity in financial equities to play out. Having weathered the COVID storm in resilient fashion, the top-down macro-economic environment is supportive for the sector and earnings revisions are bouncing back strongly. In this latest edition of The Alpha Horizon, Simon Peters (Investment Strategist) and Douglas Branson (Head of Business Development) discuss the market environment and highlight an opportunity that should not be dismissed for legacy reasons of the past.

    • 6 分鐘
    The End of Paper Tigers?

    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 the coronavirus pandemic, politics and policy responses. So, are safe-haven assets still safe? Investors need to re-think the concept of safe havens in a rising inflation environment, and hold less more real and less paper assets.

    • 7 分鐘
    Brave new world

    Brave new world

    Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we can prepare ourselves for any odds.

    • 5 分鐘
    La pecora nera

    La pecora nera

    Un paese che non cresce e dal quale i giovani fuggono, schiacciato dal debito pubblico e dalle disuguaglianze. L'Italia, anche nell'approccio alle politiche fiscali e monetarie, sembra l'unica, in Europa, a non cambiare mai rotta. I fondi del recovery plan saranno l'occasione per una svolta?
    Un confronto con Silvia Merler, Responsabile della Ricerca dell’Algebris Policy & Research Forum, all'uscita del suo libro La Pecora Nera.

    • 7 分鐘

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