On 2 April, Trump announced a new set of “reciprocal” tariffs to strengthen the US economy, signalling a significant shift in global economic policy. What happens now?Davide Serra, Founder and CEO of Algebris Investments, explains what tariffs really mean for investors around the world and what to expect from the Fed and the markets in the upcoming months.
--------
3:25
The Algebris Bullet | The Myth of Exceptionalism
The Trump 2 administration has shifted the focus from Wall Street to Main Street, with active tax policies and tariffs to protect domestic industry, while increasing uncertainty and risks. Markets are in correction territory and growth is showing signs of slowing, with data calling for caution and increasing uncertainty. Markets have reacted with the underperformance of US equity and reallocation towards Europe and China. In fixed income, government remains volatile, while credit still offers opportunities, with a selective approach. This and more in the latest Algebris podcast with Gabriele Foà (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK). The episode was recorded on 27 March 2025.
--------
19:08
Clean Alpha | Appetite for destruction
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are traditional food companies adapting to a world where consumers are prioritizing health over convenience?Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), and Iacopo Esposito (Analyst) join us to break down the key insights from the latest Clean Alpha note, Appetite for Destruction, and explore where the biggest opportunities and risks—lie in this evolving landscape.
--------
16:02
The importance of selectivity in financial credit and equity
"You wouldn't be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because you are afraid of what’s happened in the past. It has really turned a new leaf; it is completely different—it's a totally compelling, different investment case."Listen to our latest podcast with Benjie Creelan Sandford (Financial Equity Analyst), Bruno Duarte (Financial Credit Portfolio Manager), interviewed by Douglas Branson (Head of Business Development UK) from Algebris Investments.
--------
19:37
Bridge the pay gap: girls just want to have funds
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor market and societal roles.Lower incomes over the life cycle and interrupted career trajectories have profound consequences on women’s financial security, especially in old age as the income gap directly translates into a pension gap. One way to empower women towards the late stages of their career and retirement is to provide returns to their savings by supporting them in their investment journeys. Listen to the latest Algebris podcast with Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), Elisa Natali (Equity Analyst) and Douglas Branson (Head of Business Development UK)
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
Italia