While the 19th century was coal-powered and the 20th century oil-dependent, this one will likely come to be known as the time of rare earths. Vitamins of modern industry, their importance is strategic to numerous products, ranging from wind turbines to smartphones, and from electric vehicles to the defence sector. As is now widely known, […]
The energy crisis is deepening as fighting in the Middle East intensifies. Iran has proven more resilient than expected, effectively managing a difficult situation with a government that remains organized and cohesive. By refusing to pursue de-escalation, Tehran is increasing pressure on the United States. The well-known “TACO trade” (“Trump Always Chickens Out”) may not […]
First real stress test for semi-liquid evergreen funds can trigger a long term confidence issue ? Nicolò Miscioscia, Partner, Head of Private Markets and Digitalisation, Co-Manager DECALIA Private Credit Strategies The evergreen semi-liquid model gets tested How do evergreen semi-liquid funds actually work Redemptions & gates: financial, reputational, legal risk? Private markets evergreen structures are […]
Economic Calendar While developments surrounding the war in Iran and its collateral damage on the Strait of Hormuz’s blockade, the potential damages to Kharg Island energy infrastructure and, above all, the energy prices trajectory will likely continue to steal the show, there will still be a few interesting economic data releases this week. They will […]
DECALIA is pleased to join the opening session of the 2026 FIATA HQ Meeting in Geneva, focused on the global economic forces shaping freight forwarding and supply chains. Bringing together perspectives on market indicators, trade flows and the pressures affecting logistics worldwide, this discussion will offer a timely look at the macroeconomic environment facing the […]
Surprises, surprises seem the norm nowadays. After 10 days of vacation, I found once again everything turned upside down when I got back to the office last week as we now find ourselves in the middle of the Iranian conflict. For better or for worse, the surprises extend to sports with Italy’s victory over England […]
From being just a curiosity twelve months ago, humanoid robots went to taking centre stage at CES 2026. Indeed, this year’s edition of the Las Vegas “most powerful tech event” saw nearly two dozen humanoid robots on display. Robotics is entering a new phase of commercial acceleration, driven by AI breakthroughs, falling hardware costs and […]
Champion the european specialised private credit market Nicolò Miscioscia, Partner and Head of Private Markets, Co-Manager DECALIA Private Credit Strategies For this DECALIA Private Markets Focus issue we have drawn inspiration from the winter Olympics currently unfolding in Italy. Investors can learn from athletes chasing for gold medals : study the discipline, refine skills, develop […]
The US Supreme Court ruled last Friday that the President cannot use “emergency” authority to impose tariffs at will (i.e. the use of the International Emergency Economic Powers Act (IEEPA) to impose broad based tariffs is unconstitutional). While that’s a great victory for the “rule of law” and thus somewhat reassuring politically speaking, it brings […]
