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.


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





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 142
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December 2016/January 2017 Magazine
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