Category: Market trends
by Alfredo Piacentini, Managing Partner of DECALIA Despite the war in Iran and the uncertainties it creates around inflation and monetary policy, equity indices have so far held up well in the face of this new geopolitical crisis. An unusual and, dare we say, somewhat cynical market behavior. Since February 28, investors’ daily lives have […]
Written by Alfredo Piacentini, Managing Partner of DECALIA As we draw up the 2025 year-end assessment, index performances closed in positive territory. Yet for investors and portfolio managers, the year has been anything but smooth sailing. It has been marked by heightened geopolitical tensions and economic challenges, with equity markets experiencing both an unusually high […]
Why think local when markets are global? In today’s interconnected world, megatrends such as AI, energy transition, ageing demographics and digitalisation know no borders. Neither should your equity allocation. At DECALIA, our Global Equities approach combines an unconstrained investment universe with high conviction stock picking, allowing us to capture the best companies and structural trends, […]
Geopolitics, AI, unmanned systems, the defense sector is undergoing a transformation and the so-called “defense super-cycle” is just beginning. In his latest piece, Roberto Magnatantini, CFA takes us through the key drivers, risks, and opportunity zones.
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.
