History moves not in a line, but in tipping points. Investors often focus on the short-term business cycle, assuming the current economic...

Alberto Gallo, portfolio manager of the firm’s macro credit-focused Algebris Macro Credit fund, believes current dislocations offer value...

Central bankers deserve credit for saving the economy from the financial crisis. They won the battle, but not the war. So now they are as...

In conversation with Dean Curnutt of Alpha Exchange on the impact of monetary policy on financial markets, the rise of populism and decli...

(Bloomberg) -- Alberto Gallo’s pessimism toward Argentina is paying off. His $649 million Algebris Macro Credit Fund, co-managed with Adi...

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While many agree that current monetary policies are not sustainable, few have offered realistic alternatives. Here are three. It has been...

A US-China deal won't resolve structural issues but could boost financial markets and European growth. Watch the discussion on Bloomberg ...

26 March 2019, AXA IM, EC1A 7NX At the end of 2018, fears of a shock to the late-cycle economic equilibrium grew substantially. To stabil...

What do Donald Trump, Nigel Farage, Nicolás Maduro, Recep Tayyip Erdoğan, Matteo Salvini and Vladimir Putin have in common? Ten years aft...

Algebris Investments, the €12bn asset manager, has launched an “end of the world fund” pitched as a solution to the nagging fears of inst...

After a decade of stimulus, central bankers have pledged to end loose monetary policy. Their attempts are failing. The Federal Reserve ha...

Quantitative easing (QE) saved us from the 2008 crash and kick-started a recovery, but also encouraged a build-up of one-sided risk in th...

Why is today's young generation destined to be poorer than their parents? Why do we have $20tn in central bank balance sheets, but double...

Ten years after the crisis, volatility and fear have disappeared from markets. A synchronous global expansion coupled with persistently l...

The American Dream is broken. Paul Ryan, speaker of the House of Representatives, recently stated that "in our country, the condition of ...

Investors face a conundrum: The world is experiencing a record synchronous growth phase, but an increasing number of assets are becoming ...

The Bank of England’s hawkish talk has resonated in markets. Sterling has climbed and the gilt yield curve priced more than one hike betw...

The annual Jackson Hole symposium on monetary policy starts this week. It will be about “Fostering a Dynamic Global Economy”: In other wo...

With its back against the sea and outmatched in numbers, the British army managed to escape from Dunkirk and win the war. One year into B...