When our Investment Insights last covered Bitcoin, exactly one year ago, it was trading at around USD 63,000 after a bout of volatility triggered by the halving event. Since then, it has entered a period of relative stabilization, leading some market participants to revisit its potential role in global finance. While certain developments suggest growing […]
Tech lending in Europe strategically aligns with the continent’s core priorities, such as digital transformation and technological innovation. By financing European companies that develop cutting-edge solutions in sectors including artificial intelligence, cybersecurity, renewable energy, fintech and health tech, investors not only secure attractive returns but also actively contribute to Europe’s economic competitiveness and resilience. This […]
Welcome to June! Looking back, I hope you didn’t sell in May -or at least not at the very beginning of last month as the US S&P500 index just experienced its best month of May since… 1990. The 2 main reasons behind the surprising sharp rebound of risk-on assets have been (1) a much better […]
No miracle for the Cagliari Calcio -and subsequently for Inter Milan fans- last Friday evening as my favorite team lost “logically” against the Napoli. However, its “sustainability” in Serie A was already in the cards. The sustainability story has been somewhat less rosy as far as US government debt is concerned last week on the […]
Let’s start with the good news… Cagliari Calcio will remain in Serie A next season after a brilliant 3-0 victory against Venezia yesterday, concluded by a splendid 3rd goal. Before that we got the US-China “deal” agreement in Geneva last week, which basically brings a 90 days relief and renewed hopes for a long-term deal […]
Save the date: Reji Vettasseri, Lead Portfolio Manager at DECALIA, will be speaking at the Europe Summit of Private Debt Investor event in London on May 13-14, 2025.Discover investment opportunities in private debt markets. Please feel free to contact Reji, he will be happy to get in touch with you.See you in London!
You don’t have to have good news for things to get better; you just have to have less bad news. Such is the case with Cagliari Calcio, who may have lost to Udinese (1-2) at the weekend, but it is now one step closer to staying in Serie A thanks to … the defeats of […]
By Alfredo Piacentini – Managing Partner, DECALIA SA Another article about Donald Trump, you say? It’s hard to talk about anything else when the wave is so powerful—at times even terrifying. Indeed, the world now finds itself in the hands of a remarkable communicator, with a clear penchant for demagoguery and a tendency to approach […]
Periods of financial market turmoil test the resilience of traditional portfolios. Hedge fund strategies tend to stand out for their ability to generate positive or stable returns, even when equity and bond markets are correcting in tandem. 2022 proved a striking example, offering valuable lessons for navigating the current trade war environment, triggered by the […]
