As usual, let’s start with football. This weekend in Serie A, Cagliari got their season back on track with an important win over Frosinone: the Sardinians beat the Ciociari 1-0 at the Unipol Domus on Saturday, thanks to a splendid goal from Michel Ndary Adopo. It was something of a clash of the outsiders, two […]
Gli investimenti attuali e previsti nei data center di IA sono impressionanti: la spesa annua dovrebbe ampiamente superare i 1000 miliardi di dollari entro il 2030, a fronte degli 800 miliardi stimati per quest’anno. Oltre alle innovazioni necessarie per limitare i consumi energetici e migliorare le tecnologie di raffreddamento, anche le soluzioni di cablaggio migliorano […]
Momentum has turned for the worse. Indeed, Cagliari lost again yesterday, this time to Lazio (2-1). Four defeats in a row. At this stage, the Rossoblù are not going through a bad patch; they are publishing a bad season in monthly instalments. Playing reasonably well and still losing is a frustrating experience, and one that […]
“What could go wrong?” Quite a lot of things is the short answer, starting with Cagliari Calcio. On Saturday, they suffered a 0-2 home defeat against Bologna, their second loss in a row after the 4-0 in Monza, leaving the pitch under the whistles of their own fans. To be fair, the Rossoblù seem to […]
How do innovation, conviction and valuation discipline come together in portfolio management? In an interview with Florian Schwab from finews.com, Quirien Lemey and Iana Perova, portfolio managers of DECALIA’s Future Society strategy, share their perspectives on the evolving investment landscape. From artificial intelligence and its underlying infrastructure to healthcare innovation, they discuss the structural trends […]
A few weeks ago, our CIO wrote that interest rates were sitting at levels younger generations have never seen. And he’s right: the US 10-year has returned to levels it last saw when I was busy learning to walk. By the time I learned about bonds, central banks had already convinced me that negative rates […]
Private Markets are about more than investments. They are about expertise, access and careful selection. Through our Inside DECALIA video series, we introduce the people behind our Private Markets expertise, the approach that drives our investment philosophy as well as our new advisory services. Take one minute to discover the expertise and people behind DECALIA […]
Yesterday evening at the Unipol Domus, Juventus did everything… except win. 72% possession, 1.9 expected goals against Cagliari’s 0.5, and yet they were trailing from the 20th minute after a Daniel Maldini goal, before Randal Kolo Muani snatched the equalizer in the 81st. The Old Lady had the ball, but not control of the script. […]
Chi, nel mondo della finanza, ha sentito dire che “la Svizzera non è un mercato dell’IA?” La maggior parte di noi, probabilmente. La verità, tuttavia, è molto più complessa: spesso la confusione che si tende a fare tra l’“indice” azionario di un Paese e il suo “mercato” è all’origine di un’idea sbagliata molto diffusa tra […]
