Filtri

Banking on?

Let’s speak about losers today… I will directly skip the mortifying defeat of Cagliari Calcio against Monza this week-end (superb free-kick from Daniel Madini, the son of Paolo and grand-son of Cesare) or the elimination of Inter Milan from the Champion’s league, to focus on the sector investors love to hate, or rather have learned […]

DECALIA & SuperReturn

Earlier this week, DECALIA was out in force at SuperReturn Credit, where a growing number of #investors gathered to discuss the fast developing private credit #asset class. Reji Vettasseri, Lead Portfolio Manager for #PrivateCredit, spoke on a panel discussing Asset Backed Lending, highlighting the increasing variety of #strategies now available within private credit, and he […]

Not yet there… Forza Lazio tonight?

“Un mars et ça repart !”. So far, so good, indeed, especially for the Cagliari Calcio, who beat Salernitana 4-2 this weekend to jump from 19th to 14th place in the Serie A ranking. That’s not only my favorite Italian soccer club ranking that’s melting up, but also risk-on assets with the Europe Stoxx 600 closing […]

DECALIA best overall external asset manager

DECALIA was designated best “Overall External Asset Manager (EAM)” at the WealthBriefing Swiss EAM #Awards #2024 🏆!#Innovating is at the core of DECALIA’s #investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! #WealthManagement#AssetManagement#PrivateMarkets#strategy#WealthBriefingAwards2024#TeamWork

Never change a winning team

We’re currently experiencing two impressive runs of remarkable and relentless period of performances. First, the Cagliari Calcio remains on a 3 consecutive unbeaten games streak in Serie A (it won 1-0 against Empoli yesterday), whereas the S&P500 just completed a run of 16 positive weeks out of the last 18 for first time since 1971! […]

“Dopo la tempesta, il sole”

Per la maggior parte delle aziende attive nel settore dell’energia solare, la corsa in borsa degli ultimi anni è stata molto dura, ben lontana dalle performance dei “Magnifici Sette”. La massiccia produzione cinese di pannelli solari ha saturato il mercato a livello mondiale, esercitando una pressione al ribasso sui prezzi finali. Se a ciò si […]

DECALIA Top 50 IAMs 2024

We are delighted to announce that DECALIA has once again been selected by Citywire Switzerland in the top 50 Swiss Independent Asset Managers #2024 ranking 🔥🔥! #Innovating is at the core of DECALIA’s investment #philosophy, and we are proud to be recognised for our efforts both in public and private markets. Great teamwork!! #CwTop50IAM #AssetManagement […]

Nouveaux bureaux à Milan !

Nous avons le plaisir d’annoncer que DECALIA a une nouvelle “maison” à #Milan, via Filippo Turati 29, 20121 Milano. Tél. (inchangé) +39 02 2111561.Nous nous réjouissons de vous accueillir 🥂 ! We are delighted to announce that DECALIA has a new “home” in #Milan at via Filippo Turati 29, 20121 Milano. Tel. (unchanged) +39 02 […]

Banzai!

It took 34 years, 2 months and 20 something days… but it finally made it. The Japan Nikkei 225 stock index posted indeed a new all-time high (ATH) last week, snapping symbolically one of the longest journeys through the disdain of global investors, but also breaking somewhat off my favorite provocative question to investors looking […]