By Quirien Lemey, Co-Lead PM for DECALIA Sustainable Society strategy We have seen the market increasingly worry about a potential AI bubble, and hence seen some violent moves in the past few weeks. Even stellar results from Nvidia, their largest and cleanest beat in a while, didn’t change the narrative. Moreover, more than half of […]
Written by Alfredo Piacentini, Managing Partner of DECALIA As we draw up the 2025 year-end assessment, index performances closed in positive territory. Yet for investors and portfolio managers, the year has been anything but smooth sailing. It has been marked by heightened geopolitical tensions and economic challenges, with equity markets experiencing both an unusually high […]
L’intelligenza artificiale (IA) sta guidando una trasformazione rapida e profonda dei modelli di business nel settore del software, della consulenza e dei servizi IT. Il numero di clienti aziendali recentemente indicati da OpenAI e Anthropic, rispettivamente un milione e 300.000, dimostra una percentuale di adozione molto più elevata del previsto, il che ha alimentato il […]
This is my last weekly letter of the year. So, it’s time to step back and look at how I scored on my 10 predictions for 2025. Even if the year isn’t officially over yet, we can already affirm that it has been an incredible eventful and fascinating year on markets (once again!), which have […]
For once, the title of my editorial has nothing to do with Cagliari’s incredible victory over Roma last week or the supernatural goal scored against Atlanta yesterday… but rather with what is happening on the US repo market and the concerns this seems to be raising within the Fed. As widely expected, the Fed cut […]
DECALIA is pleased to announce the strengthening of its Wealth Management expertise with the arrival of Andrée Poliak Narbel as Senior Private Banker in Geneva, as of 1 December 2025. Leveraging her experience across both the Swiss and Eastern European markets, built initially at UBS in wealth planning for UHNW clients and then over more […]
La comunità finanziaria sta assistendo a una svolta decisiva. L’atteso calo dei tassi di interesse di riferimento negli Stati Uniti non rappresenta un semplice aggiustamento dei costi: sembra piuttosto destinato ad attrarre forti volumi di transazioni nei mercati del debito al consumo, in particolare nel settore dei mutui residenziali. Molti mutuatari avranno infatti una chiara […]
