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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, […]

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 […]