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, […]
In meteorology, we often distinguish between the actual temperature and the feels-like temperature – the latter reflecting how the air truly feels on our skin once humidity, wind, and other invisible factors are taken into account. In recent months, the US economy has been behaving much the same way: the numbers on the screen (inflation, […]
Delighted to share this insightful interview with our Co-Founder Rodolfo De Benedetti, published this week on Finews AG. A warm thank you to Florian Schwab for the thoughtful article and the engaging conversation.
As the Cagliari Calcio is still muddling through in the middle of the Italian Serie A standings after its defeat 0-2 against Bologna yesterday, it’s hard to detect any signs of exultation in me as a fan this morning. Considering politics, geopolitics, the state of the world in general, or just the weather conditions for […]
DECALIA is honoured to once again be recognised among the finalists at the Real Deals Sustainable Investment Awards 2025, marking our fourth consecutive year of distinction. Thanks to Andrea Biscia, CFA and Franco Maria Facecchia for representing DECALIA at this prestigious event. Andrea Biscia, Principal of DECALIA’s PrivateCredit programme, shared:“With more than 50% of our […]
We’re pleased to announce that we’ll be taking part in the conference from 27 to 29 October.See you in Milan!
DECALIA Private Markets team participated at IPEM in Paris, one of the world’s leading Private Markets events. DECALIA Camillo Colombo Franco Maria Facecchia Aurora Girometta Rafaella Ostier Giorgia Pozzoli
With no major economic data coming out of the US due to the ongoing US government shutdown, the earnings season kicking off this week takes on particular importance in these circumstances. What can we expect and what should we be watching for? The consensus expects S&P500 earnings grew 6% yoy in Q3-2025 Economic Calendar Without […]
The tug-of-war that has played out for several months, under the spotlight of the media, between the President of the United States and his counterpart at the Federal Reserve, goes far beyond the near-term trajectory of U.S. policy rates. It questions the very role of a central bank and the importance of its independence from […]
