Algebris Investments

This week's Global Credit Bullets ➠ https://lnkd.in/eHX2-yHj : Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada and 10% on top of existing China levels, effective February 4th. Also, a closer look at US economics and Central Banks.

We are always eager to provide our students with as many #opportunities as possible to learn and grow. The #AlgebrisTrainingCamp is one of these opportunities, offering students hands-on training in long-term #investment. Now in its sixth edition, the Algebris Training Camp 2025 officially began this week, and we are proud of our students who are embarking on this intense and transformative journey. Over the years, this initiative has become a cornerstone of our commitment to nurturing the next generation of #investmentLeaders. Thanks to the strong partnership between Algebris Investments and #Bocconi, the program has evolved into much more than a #learning experience – it is an immersive dive into the mindset, strategies, and skills required to navigate the complex world of long-term #investing. The #TrainingCamp is part of the Algebris #Chair in Long-term Investment and Absolute Return, a project firmly supported by Algebris founder #DavideSerra – a proud Bocconi Alumnus – and held by Professor Stefano Caselli, Dean of SDA Bocconi. "The goal of this initiative, which has involved over 250 students to date, is to work intensively for an entire week to answer a fundamental question," explains Professor Caselli. “And that question defines the essence of #finance: How do you become a #Global #Investor? This question goes far beyond numbers and markets. Being an investor means understanding the immense power of savings as a driver of innovation, growth, and development – a force that shapes the real economy, creates jobs, fosters social mobility, and builds a better future.” This year, we are thrilled to welcome over 40 talented students from six different nationalities, carefully selected from our #MScPrograms. For the entire week, they have been working side by side with #topIndustry professionals, leading academics, and experts, tackling key topics. But they are doing more than just absorbing #knowledge – they are putting it into #action. Working in teams, they develop real investment strategies and present them directly to Algebris representatives and Professor Caselli in a high-stakes, real-world challenge. As Caselli so powerfully puts it: "Our goal is to train a new generation of investors capable of generating economic value and social impact. Investing is about shaping the future, and that requires financial literacy, passion, and talent." "It was the most #stimulating experience of my journey at Bocconi. They inspired us and made us dream, giving us that extra push to face the future with greater ambition and a clear competitive edge" says our student Lorenzo Carboni. We are incredibly proud of our students' #dedication and ambition to this experience. Watching them step up to the challenge, engage with world-class professionals, and push their limits is what makes this community so special. And we know that the #lessons they will take from this week will stay with them long after the Training Camp ends.

This week's Global Credit Bullets ➠ https://lnkd.in/daD3M_CV : Donald Trump was inaugurated last Monday as 47th president of the United States. Also, a look at Central Banks and the Bank of Japan.

Davos 2025: Key Takeaways Returning from the World Economic Forum in Davos, Davide Serra (Founder and CEO, Algebris Investments) summarises the main points that emerged from the event. There is a general sense of great optimism, but also heightened geopolitical concerns. Americans are extremely positive, while Europe is viewed with pessimism. Much discussion centered on how Trump’s policies will impact the real and financial economy, and on how Europe needs to tackle challenges of competitiveness and reforms. The tensions in Ukraine and the roles of China and Russia were central to the geopolitical discussions. https://lnkd.in/dDcXugRM

Global Equity Bullets, 22nd January 2025 ➠ https://lnkd.in/eS4KY2hW : In equity markets, the global concentration of equity has become increasingly polarised with a growing dominance of the United States, now 11 times bigger that the second largest country by market cap. Also, a look at the market for high-end luxury brands.

This week's Global Credit Bullets ➠ https://lnkd.in/ewxXpbPm : Today Trump will be inaugurated as the 47th president. Also, a look at US economics and the Middle East.

Heading into 2025: Selectivity and Focus in Financials, Credit and Equity. https://lnkd.in/dYAXtCWV

This week's Global Credit Bullets ➠ https://lnkd.in/eQPVQAFp : In the US, Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus a 165k forecast. Also, a glimpse into policy under Trump and UK Treasuries.

Algebris Investments @ FONDS professionell KONGRESS 2025 in Mannheim. In a few weeks, the FONDS professionell KONGRESS 2025 will open its doors and the Algebris team is looking forward to seeing you. https://lnkd.in/eaUz82_s For professional investors only.

This week's Global Credit Bullets ➠ https://lnkd.in/eHcjP6DG : This year's first quarter will be driven by US politics, economic data and global geopolitics. Also, a look at the US labour market.