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Not relegated yet, I will be back next year !
This is my last weekly comments of the year. At the time of writing, Cagliari Calcio would be relegated to Serie B after losing (again) with honor (once again) against Atalanta this week-end. Except that it has been an incredible eventful and fascinating year on markets. I would like to thank you warmly for your […]
Higher uncertainty? Favor flexibility and optionality, while remaining open-minded
The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]
PERSPECTIVES ON 2025 : What after the « Grand-Cru » U.S. Performance
By Alexander Roose, Head of Equities and Portfolio Manager for DECALIA Sustainable SOCIETY strategy Key takeaways 2024 : An exceptional vintage As we enter the final weeks of 2024 and assuming nothing derails the “picture”, it goes without saying it has been especially a good vintage for US equity markets, with the S&P500 up a […]
Treasures hunting
As we are constantly bombarded with information, distinguishing the „signal“ (the useful, reliable information) from the „noise“ (irrelevant or misleading data) is increasingly difficult. It seems to me that since Trump’s election, the noise volume has increased further, while the range of outcome has become wider. In this context, I feel somewhat lost when I […]
Make it great again… again!
While US citizens have recently voted in favor of Trump and a united Republican government to make America great again, some Italian Serie A clubs are relying either on more respected football managers, such as Claudio Ranieri for Roma, or more unpredictable football players, such as Mario Balotelli for Genoa, in order to make their […]
Swinging from vine to vine
The vast majority (yours truly included) was expecting, or rather fearing, a close race. Trump won the White House hands down, with a larger majority than expected in the Senate and most likely the House too (i.e. a red sweep). I thought Cagliari Calcio would be swept aside by AC Milan this week-end. And they […]
Der DECALIA Global Income Fund erhält die Höchstbewertung von 5 Sternen von Morningstar
DECALIA SA freut sich bekannt zu geben, dass ihre Vorzeigestrategie im Bereich festverzinsliche Anlagen, der DECALIA Global Income Fund (ISIN: LU2088672378), die Höchstbewertung von 5 Sternen von Morningstar in der Kategorie Global Diversified Bond erhalten hat. Diese renommierte Auszeichnung würdigt die außergewöhnliche und konstante Leistung des Fonds über die letzten drei Jahre in der institutionellen […]
Santa Claus is coming
Here we go… the much-awaited US presidential election will take place tonight. That’s certainly the world’s largest guessing game in terms of scenarios, but also the last big hurdle to clear for markets this year before investors could eventually enjoy a Santa Claus rally. Assuming obviously that (1) incoming economic data remain consistent with the […]