Episodes

  • Seeds of change: from the plough to the cloud

    Seeds of change: from the plough to the cloud
    May 23 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).
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    13 mins
  • World view from Asia (Davide Serra)

    World view from Asia (Davide Serra)
    May 14 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.
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    5 mins
  • High earnings and share buybacks: a positive scenario for financial equity.

    High earnings and share buybacks: a positive scenario for financial equity.
    Apr 18 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.
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    13 mins
  • What to do with the US economy running hot (Davide Serra)

    What to do with the US economy running hot (Davide Serra)
    Mar 26 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.
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    5 mins
  • Clean Alpha | Don't waste the opportunity

    Clean Alpha | Don't waste the opportunity
    Mar 6 2024
    In our report Clean Alpha | Don't 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).
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    15 mins
  • The Algebris Bullet | The land of doves (Gabriele Foà)

    The Algebris Bullet | The land of doves (Gabriele Foà)
    Feb 20 2024
    In out latest Algebris Bullet, 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.
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    11 mins
  • Davos 2024: Key Takeaways (Davide Serra)

    Davos 2024: Key Takeaways (Davide Serra)
    Jan 19 2024
    Over the past few days at the World Economic Forum in Davos, one of the most discussed topics has been the US presidential election and its effects on the market: a potential victory for Donald Trump could have an unclear medium-term impact on geopolitics and barriers for the global economy. Another focus was the Ukraine-Russia conflict, with the Ukrainian front increasingly weakened and more tension between allies, and the role of Europe as a marginal economic power. At the Forum events, all eyes were also on China and India, for their growth in the coming years, and developments in AI. Watch the video in which Davide Serra, Founder and CEO of Algebris, explains the repercussions that what was discussed at Davos will have on the markets.
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    7 mins
  • Inflation has peaked: time to stretch duration (Davide Serra)

    Inflation has peaked: time to stretch duration (Davide Serra)
    Nov 13 2023
    Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia's "growth engine" - especially China - and the lower and lower European inflation data prints, to growth figures of the United States. Amidst geopolitical events, adopting a safe approach by extending duration could be a good strategy for investors.
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    5 mins