The second-quarter US GDP print looked, at first glance, like a disappointment: growth came in at just +1.5% annualized. But headline numbers can be poor storytellers. Strip out the noise, and the US economy is not slowing… It is accelerating where it matters most. US Q2 advanced GDP breakdown: stronger than suggested by the headline […]
Nel caso dei mercati finanziari, come nella società in generale, l’IA è il tema di massima attualità. Le promesse di questa tecnologia sono certamente enormi e il suo impatto sui modelli di business aziendali sta già iniziando a concretizzarsi in diversi settori. E per quanto riguarda le bioscienze? L’IA può accelerare il processo di scoperta […]
It’s currently hard to hold tactical convictions on markets, given the many uncertainties related to (1) the gyrations of the US-Iran war, which influence the trajectory of energy prices and, by ripple effect, the stance of monetary policy, and (2) the AI theme dominating headlines, driving dispersion within the IT sector and concentrating risk. In […]
Private credit is booming – and under fire. DECALIA’s private credit lead Reji Vettasseri tells finews why the criticism of the asset class is part exaggeration, part opportunity – and why his third fund should be as big on day one as his first was at its close.
No flash of genius from the Messi(ah) or miracle for the wrestlers of the Albiceleste, who logically go down, but painfully, against La Roja. A deadly, dull match where the only real spectacle was the surreal, American-style halftime show… In the meantime, bombings, retaliation, offensive attacks and blockade have resumed in the Strait of Hormuz […]
iM Global Partner quota oggi la classe ETF dell’iMGP Italian Opportunities Fund su Euronext Milan (ticker: ITAL). Il fondo è gestito da DECALIA, una boutique di gestione attiva leader con 30 anni di esperienza nell’azionario italiano. È una prima assoluta per il mercato domestico italiano. Oggi, iM Global Partner (iMGP) e DECALIA SA quotano l’iMGP […]
No miracle for the Nati (Swiss soccer team’s nickname). Once again, the football gods smiled on Lionel Messi and his teammates, while Switzerland left the World Cup with the familiar cocktail of pride, frustration and the nagging feeling that perhaps the better team hadn’t necessarily won. Investors know also this feeling. So far this year, […]
Di Quirien Lemey, Senior Fund Manager Global Equities presso DECALIA Negli ultimi due anni, i mercati azionari globali sono stati ampiamente sostenuti da un numero ristretto di grandi capitalizzazioni tecnologiche. Questa concentrazione è stata alimentata dall’ascesa dell’intelligenza artificiale, ma solleva oggi una domanda essenziale per gli investitori: dove si troveranno i prossimi motori di crescita? […]
After a breathless first half, the teams finally head back to the dressing room. The opening six months of 2026 have delivered enough twists and turns to fill an entire season. It all started at breakneck pace with the spectacular arrest of Nicolás Maduro, before investors were thrown into months of geopolitical suspense as tensions […]
