Category: Market trends
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.
