The Alpha Horizon podcast

The Alpha Horizon

Algebris Investments

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.

32 episodi

  • The Alpha Horizon podcast

    Post-summer; macro, inflation & China in focus

    17:07

    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 for the rest of the year.
  • The Alpha Horizon podcast

    Non solo banche: le opportunità azionarie secondo Algebris

    20:44

    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.
  • The Alpha Horizon podcast

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  • The Alpha Horizon podcast

    L'obbligazionario secondo Algebris

    23:32

    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
  • The Alpha Horizon podcast

    La prima volta non si scorda mai

    15:16

    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.
  • The Alpha Horizon podcast

    Market Outlook and Review H2/H1 2021

    9:26

    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.
  • The Alpha Horizon podcast

    Non-performing loans – relevance in the current investing environment

    8:09

    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.
  • The Alpha Horizon podcast

    H1 almost over; what might H2 bring?

    17:03

    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.
  • The Alpha Horizon podcast

    ESG – taking action for positive change

    10:30

    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, (head of business development) about the firm’s ESG approach to date, the framework currently in place and our plans to develop it going forward.
  • The Alpha Horizon podcast

    Dog money

    8:54

    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.
  • The Alpha Horizon podcast

    Bond markets; don’t panic

    9:05

    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…

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