Should I join or stay (away)?

Last week I spoke about the overall resilience of US economy and the unexpectedly strong US equity performance, driven mainly by just a handful mega-tech stocks until recently, which has taken the vast majority of investors (including your humble servitor) by surprise. I tried to explain the reasons in retrospect (unfortunately): too light positioning & […]

Small is beautiful: Dive into DECALIA’s Circular Economy strategy

The current market conditions present a compelling case for increasing Small- and Mid-cap allocation. These stocks have recently underperformed larger peers by a significant margin, potentially indicating that a recession is already priced in. Moreover, their attractive valuation ratios, coupled with their historical tendency to outperform early in the economic cycle after central banks have […]

Is this time different?

Cagliari Calcio finally made it to qualify for Serie A next season by beating Bari yesterday evening with an incredibly miraculous  goal at the 94’, which turned into a freezing kill-joy for the 60’000 attendees of the San Nicola stadium. As Yogi Berra would say: it ain’t over ‘till it’s over! For sure, it looks […]

DECALIA will be attending EMex Europe

📢 DECALIA will be attending the EMex Europe conference in Zurich on Thursday June 15. Andrea Biscia, CFA, DECALIA Private Markets Investment team, will be joining a panel where they will talk about the ESG approach of emerging managers.👉 Please feel free to contact Andrea, he will be happy to get in touch with you.➡ Details here: you in Zurich! […]

DECALIA with SuperReturn International

📢 DECALIA will be attending the SuperReturn #2023 event in #Berlin this week! Meet our team Nicolo Miscioscia, Franco Maria Facecchia, #privatemarkets. Reji Vettasseri will be participating in a panel discussion on “Credit secondaries: Niche strategy but compelling tool to help provide liquidity solutions?”.👉 Let’s meet and exchange.Looking forward to the event! 🔥

The case for small- and mid-cap stocks

The time to consider increase small- and mid-cap exposure is now! Over the past few months, these stocks have underperformed their larger peers by a wide margin, to the point, we would argue, of already pricing in a recession. Together with their currently attractive valuation ratios and historically demonstrated tendency to shine early in the […]

007 ways to benefit from Bond’s comeback

Heading into the right direction, but there is still a long way to go. So, it’s too early to claim victory as “it ain’t over till it’s over”. These sentences may apply to inflationary pressures, as well as the US debt ceiling saga or… the Cagliari Calcio! Yes, my dear readers, after more than 200 […]

Save the date: Thursday 22nd June 6pm Fame Gallery Zürich

Colors of the Levant, an exhibition of 22 artists curated by Dina Dabbas Rifai. We are thrilled to invite you to the event: the “Colors from the Levant” Vernissage. Immerse yourself in a captivating artistic journey where 22 talented artists will exhibit their extraordinary artworks, carefully curated by Dina Dabbas Rifai. This exceptional exhibition, taking […]