Insights

We are always searching for interesting insights

The following pieces reflect thoughts and perspectives that we found to be insightful.

Algebris Investments - The Silver Bullet September 2020

Algebris Investments, The Anti-Bubble Portfolio September 2020

With negative real rates on government debt, fat tails in volatility and liquidity and positive correlations between risky and risk-free assets, investors need to re-think portfolio construction. The recent experience of markets has taught us a few lessons. The first is to use a barbell strategy. ...

Read Article