EPISODE · Nov 13, 2023 · 5 MIN
Inflation has peaked: time to stretch duration (Davide Serra)
from The Algebris Podcast · host Algebris Investments
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia's "growth engine" - especially China - and the lower and lower European inflation data prints, to growth figures of the United States. Amidst geopolitical events, adopting a safe approach by extending duration could be a good strategy for investors.
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Inflation has peaked: time to stretch duration (Davide Serra)
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