US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]
Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]
Zürich, 4. August, 2025 – Die Schweizer Vermögensverwaltungsgesellschaft DECALIA SA hat Manuel Pedretti zum Region Head für Business Development in der Deutschschweiz ernannt. Diese strategische Personalentscheidung unterstreicht das starke Engagement von DECALIA für den Ausbau ihrer Präsenz in der Region. Durch die Lancierung von thematischen Aktien-, Anleihen- und Private-Market-Strategien, die ihre Peergroups nachhaltig übertroffen haben, […]
Since President Trump continues to act like a sheriff in order to restore law and order in the economic and financial markets, let’s look at the impact of his decisions and measures through the lens of my favorite Western film. First quarter US GDP growth headline was poor (-0.5%), but the details were not so […]
As we put pen to paper, the healthcare sector ranks last but one in the year-to-date performance table, fostering a distinct sense of “déjà-vu”. Indeed, 2023 and 2024 saw healthcare stocks take very little part in the overall equity market rally. At the onset of this year, however, the lights appeared to have turned greener: […]
Forget about the August 1st trade deadline… but beware of the incoming flood of economic data. It seems indeed that Trump’s tariff saga is finally coming to an end as another key trade “deal” was struck yesterday between the US and the EU. This agreement (how could you reasonably conclude a complete and detailed trade […]
As geopolitical tensions escalate and decades of underinvestment in defense come under scrutiny, the sector is regaining attention as a long-term structural theme. In this carousel, Roberto Magnatantini, CFA, Senior Portfolio Manager at DECALIA, shares why defense is becoming both a strategic imperative and a compelling investment opportunity.
DECALIA is pleased to have been shortlisted for the Real Deals Sustainable Investment Awards 2025 with our Private Credit multi-strategy programme. This recognition highlights our continued commitment to creating enduring wealth for our clients through sustainable investing. At DECALIA, we believe that focusing on ESG and impact goes hand-in-hand with generating superior long-term returns and […]
As much of Europe suffocates under unusually hot early-summer temperatures, health authorities are insisting on the right gestures to adopt – with ingestion of sufficient fluids topping the list. A timely occasion to take a closer look at the beverage industry, focusing in particular on its fastest growing segment: energy drinks. Currently accounting for ca. […]
