📢 DECALIA will be attending the SuperReturn #2023 event in #Berlin this week! Meet our team Nicolo Miscioscia, Franco Maria Facecchia, #privatemarkets. Reji Vettasseri will be participating in a panel discussion on “Credit secondaries: Niche strategy but compelling tool to help provide liquidity solutions?”.👉 Let’s meet and exchange.Looking forward to the event! 🔥
È arrivato il momento di considerare un aumento dell’esposizione alle small e mid cap! Nei mesi scorsi, questi titoli hanno ampiamente sottoperformato le controparti più grandi, al punto che, ci spingiamo a dire, stanno già scontando una recessione. Insieme ai loro rapporti di valutazione, attualmente interessanti, e alla tendenza storicamente dimostrata di performare bene all’inizio […]
Heading into the right direction, but there is still a long way to go. So, it’s too early to claim victory as “it ain’t over till it’s over”. These sentences may apply to inflationary pressures, as well as the US debt ceiling saga or… the Cagliari Calcio! Yes, my dear readers, after more than 200 […]
Colors of the Levant, an exhibition of 22 artists curated by Dina Dabbas Rifai. We are thrilled to invite you to the event: the “Colors from the Levant” Vernissage. Immerse yourself in a captivating artistic journey where 22 talented artists will exhibit their extraordinary artworks, carefully curated by Dina Dabbas Rifai. This exceptional exhibition, taking […]
As focus on US debt ceiling is intensifying in a context of higher interest rates and growing concerns about economic growth slowdown, the debt sustainability debate is naturally resurfacing. People are thus talking about it (again), but very few have a clue or do something about it because it’s a vast and complex matter. So, […]
So far, so good! Both US companies’ earnings and economy continued to defy downbeat investors’ expectations (included mine) last week. However, as I mentioned one week ago, US equity remains at risk due to its historical and relative stretched valuation, especially in case of any disappointments down on the road (weaker growth, margin compression, regional […]
Wall Street riparte in rosso tra Fed e tonfo PacWest.Il commento di Edoardo Proverbio, Responsabile Area Investimenti di DECALIA SIM su Class CNBC con Elisa Piazza.Grazie a Elisa per l’invito!
1st of May… should your humble servitor work and deliver its weekly letter? The Labor Day is an annual holiday in most countries with several markets being closed today, Switzerland included. But here in Geneva, we are working while the public sector enjoyed a day off despite the current left government has just lost its […]
In questa edizione celebrativa, ripercorriamo tutto quello che è successo – nei mercati finanziari e, più in generale, nel mondo – negli ultimi 100 mesi. E, dobbiamo dirlo, questi otto anni e qualche mese sono stati un viaggio straordinario! La nostra prima edizione di “Approfondimenti sugli investimenti” è stata scritta solo qualche settimana dopo che […]
