Die derzeitigen Marktbedingungen plädieren für die Erhöhung der Small- und Mid Cap-Allokation. Diese Aktien haben zuletzt deutlich schlechter abgeschnitten als Large Caps, was bedeuten kann, dass sie die Rezession bereits eingepreist haben. Außerdem stellen sie eine attraktive Anlagechance dar, denn ihre Bewertungen sind attraktiv und sie laufen in der Frühphase des Konjunkturzyklus, wenn die Notenbanken […]
Cagliari Calcio finally made it to qualify for Serie A next season by beating Bari yesterday evening with an incredibly miraculous goal at the 94’, which turned into a freezing kill-joy for the 60’000 attendees of the San Nicola stadium. As Yogi Berra would say: it ain’t over ‘till it’s over! For sure, it looks […]
📢 DECALIA will be attending the EMex Europe conference in Zurich on Thursday June 15. Andrea Biscia, CFA, DECALIA Private Markets Investment team, will be joining a panel where they will talk about the ESG approach of emerging managers.👉 Please feel free to contact Andrea, he will be happy to get in touch with you.➡ Details here: https://lnkd.in/d-6Qg25YSee you in Zurich! […]
📢 DECALIA will be attending the SuperReturn #2023 event in #Berlin this week! Meet our team Nicolo Miscioscia, Franco Maria Facecchia, #privatemarkets. Reji Vettasseri will be participating in a panel discussion on „Credit secondaries: Niche strategy but compelling tool to help provide liquidity solutions?“.👉 Let’s meet and exchange.Looking forward to the event! 🔥
Heading into the right direction, but there is still a long way to go. So, it’s too early to claim victory as “it ain’t over till it’s over”. These sentences may apply to inflationary pressures, as well as the US debt ceiling saga or… the Cagliari Calcio! Yes, my dear readers, after more than 200 […]
Colors of the Levant, an exhibition of 22 artists curated by Dina Dabbas Rifai. We are thrilled to invite you to the event: the „Colors from the Levant“ Vernissage. Immerse yourself in a captivating artistic journey where 22 talented artists will exhibit their extraordinary artworks, carefully curated by Dina Dabbas Rifai. This exceptional exhibition, taking […]
As focus on US debt ceiling is intensifying in a context of higher interest rates and growing concerns about economic growth slowdown, the debt sustainability debate is naturally resurfacing. People are thus talking about it (again), but very few have a clue or do something about it because it’s a vast and complex matter. So, […]
So far, so good! Both US companies’ earnings and economy continued to defy downbeat investors’ expectations (included mine) last week. However, as I mentioned one week ago, US equity remains at risk due to its historical and relative stretched valuation, especially in case of any disappointments down on the road (weaker growth, margin compression, regional […]
1st of May… should your humble servitor work and deliver its weekly letter? The Labor Day is an annual holiday in most countries with several markets being closed today, Switzerland included. But here in Geneva, we are working while the public sector enjoyed a day off despite the current left government has just lost its […]
