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.
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.
Pour les investisseurs, le coût d’opportunité de l’absence de positions dans la défense devient de plus en plus élevé, observe Roberto Magnatantini, de DECALIA. Alors que les risques géopolitiques s’accentuent et que les stratégies militaires évoluent, l’appétit des investisseurs pour le secteur de la défense se transforme rapidement. Dans un entretien avec Allnews.ch, La finance […]
DECALIA est très fière de son équipe, qui s’est hissée sur la 3ᵉ marche du podium du Tour Pédestre du Canton de Genève, dans le classement cumulé entreprises mixtes, aux côtés de Firmenich et Imad sur plus de mille participants. Avec trois étapes et près de 30 kilomètres parcourus, nos collaborateurs ont fait preuve d’une […]
DECALIA est très fière de son équipe, qui s’est hissée sur la 3ᵉ marche du podium du Tour Pédestre du Canton de Genève, dans le classement cumulé entreprises mixtes, aux côtés de Firmenich et Imad sur plus de mille participants. Avec trois étapes et près de 30 kilomètres parcourus, nos collaborateurs ont fait preuve d’une […]
DECALIA est très fière de son équipe, qui s’est hissée sur la 3ᵉ marche du podium du Tour Pédestre du Canton de Genève, dans le classement cumulé entreprises mixtes, aux côtés de Firmenich et Imad sur plus de mille participants. Avec trois étapes et près de 30 kilomètres parcourus, nos collaborateurs ont fait preuve d’une […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
