What a great weekend for Italian sport! Italy won 3-1 against France in Paris in the Nations League with an amazing comeback, while Jannik Sinner became the first Italian man to win the US tennis open title. Speaking about comeback and first time, bond investors may eventually consider Japan Government Bonds (JGBs) too… First of […]
Among the subjects that could make people angry, we can obviously mention politics when opinions become divisive, threatening friendships and even families; sport sometimes when one’s favorite club (in my case Cagliari Calcio) loses stupidly 1-0 to Lecce having played 11 against 10 for half-time and having had plenty of chances, or when the rivalry between […]
Vous est-il déjà arrivé d’ignorer la vraie valeur d’un objet situé juste devant vos yeux ? Les câbles sont un bon exemple : composants essentiels mais mésestimés de notre monde interconnecté. Longtemps, la croissance de l’industrie du câble a été dépeinte comme lente et cyclique. De récents projets et investissements témoignent cependant d’une transformation majeure, […]
“The time has come for [monetary] policy to adjust” according to Jerome Powell during its speech at Jackson Hole last Friday, opening the door for a rate cut in September. The main uncertainty remains the path of these incoming cuts: gradually in case of a soft landing (and somewhat sticky services inflation) -our base case […]
Nine weeks later, summer is ending, kids headed back to school yesterday in Geneva and Italy Serie A 2024/25 season just kicked-off with a good draw of Cagliari Calcio vs. Roma… The last time I hit the send button for this letter on June 17th, S&P500 was at 5’473 (or circa -1% below last Friday […]
In this fireside chat, Rodolfo De Benedetti, Partner at Decalia, shares his expertise on private asset trends, investment strategies, and market considerations. With a background in finance and family business, Benedetti offers a unique perspective on the private market landscape.
Dans le journal Le Temps, Fabrizio Quirighetti, CIO et Responsable des stratégies multi-asset et obligataires de DECALIA : Crises boursières : quand les clients veulent tout vendre.
Dans la Tribune de Genève, Fabrizio Quirighetti, CIO et Responsable des stratégies multi-asset et obligataires de DECALIA : Les hashtag#MarchésFinanciers se retrouvent sous #pression et le #FrancSuisse, valeur refuge par excellence, grimpe. Les #Bourses sont-elles au bord du précipice? https://lnkd.in/eu5Q6SJ7#ValeurRefuge #CoursDeBourse #SMI #BNS #Nasdaq
Félicitations à l’#équipe DECALIA qui a bravé la chaleur caniculaire pour gravir le Salève en #vélo par La Muraz avec une pente moyenne de 6% et un point culminant à 1338 mètres d’altitude !Bravo à nos collègues pour leur détermination et leur #EspritDÉquipe. Sandro Occhilupo, CFA Romain Carrara Sebastien Demole Lucie Lannoo Roberto Magnatantini, CFA […]
