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DECALIA in Milan

Last week DECALIA hosted an insightful lunch presentation in Milan focussed on opportunities in the specialized credit secondaries market in Europe. Our speakers Rodolfo De Benedetti, Nicolo Miscioscia, Reji Vettasseri and Andrea Biscia delivered an engaging discussion on our differentiated approach to secondaries compared to conventional credit secondaries strategies. We would like to extend our […]

Ass-kicking electroshocks may be helpful sometimes

So far, so good! Cagliari Calcio is indeed gradually moving up in the Serie A ranking and thus away from the relegation zone. It secured an important point this weekend against Atalanta (3rd in Serie A rankings) with a draw. Same could be said about the economy and financial markets despite the persistent volatility and […]

DECALIA BEST FUND MANAGER

We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 4th year in a row in the Wealthbriefing Swiss Awards 2025 ! Innovating is at the core of DECALIA’s InvestmentPhilosophy, and we are proud to be recognised for our efforts both in public and #PrivateMarkets. Great team work!

Lessons from the Chiefs-Eagles in Super Bowl LIX

Whether in sport or finance, everyone loves to score goals and thus take center stage for extraordinary performances… but it’s more often than not the defense, and behind-the-scenes work in general, that wins titles or championships and therefore proves to be a winner in the long term. The latest example of this was last night’s […]

Plague? Cholera?… Or both?

I’m back after a long and beautiful vacation in Colombia, where I followed the ups and downs of the markets and Cagliari Calcio from afar. I don’t know if it’s just a feeling, but not much had happened during my absence – at least as far as the markets were concerned (Cagliari did manage to […]

The space race

Space exploration has long been a source of human fascination, coupled with intense geopolitical rivalry. Nowadays, beyond the thrill of venturing ever further into the universe, it has also become an increasingly important enabler of critical infrastructure for life down on planet Earth. Global communication networks, precise navigation systems and climate monitoring are just some […]

Ten surprises for 2025

Very best wishes for a healthy and prosperous 2025! Moving into this new year, I have polished my crystal ball to come up with 10 predictions that could shape portfolio returns over the next 12 months. Some can be considered as general macro themes, a few may be provocative, many will not materialise, while others […]

Healthcare Opportunities in 2025

By Roberto Magnatantini, CFA, Member of the Investment Team, Lead PM for DECALIA Silver Generation strategy and co-lead PM for DECALIA World Compounders strategy Key points What to Do with Healthcare Stocks in 2025?The healthcare sector has long been a cornerstone of global equity markets, offering a blend of stability, innovation, and growth potential. However, […]