Algebris CIO favours financials, fears regime change

Ivan Vatchkov argues that financial credit offers plenty of upside, with little risk of a 2008-style repeat of investor losses – but radical changes to the status quo could destabilise bond markets.


Quick Poll

How will you alter your portfolio after the US election result?





« View results

Previous polls ››

Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 74
Comment on this

« Back

Previous polls ››

November 2016 Magazine
AsianInvestor Magazine