Audrey Goh talks to Davide Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.
Speakers:
For more of our latest market insights, visit Market views on-the-go.
Audrey Goh talks to Davide Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.
Speakers:
For more of our latest market insights, visit Market views on-the-go.