Filtri

Fumble ahead!

Yesterday night, the Philadelphia Eagles and the Kansas City Chiefs of Patrick Mahomes won their ticket to the Super Bowl LVII (NFL -American football league- final) by beating the San Francisco 49ers and the Cincinnati Bengals respectively. The Super Bowl will take place on February 12th, in Phoenix, with Rihanna taking care of the always […]

IPEM Private Markets conference in Cannes

January 23-25, 2023Palais des Festivals 📢 DECALIA will be participating in the upcoming IPEM Private Markets conference in Cannes.Reji Vettasseri will be leading a panel discussion on the topic of “2023: A Stress Test for Private Markets?”. Don’t miss this opportunity to connect with industry leaders and gain insights on the future of private markets. Meet our team: Rafaella Ostier, Business […]

10 predictions for 2023 (part 2)

Here are the key takeaways: Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2023 -and as a reminder-, our central macro scenario may be summed up as “less growth (but no hard landing), sticky inflation and higher […]

E’ tempo di brillare per il carburo di silicio

Intervista a Quirien Lemey, Senior Portfolio Manager O2 & Ecology è uno dei sette temi fondamentali della strategia DECALIA Sustainable destinati a plasmare il futuro della nostra società. Il segmento del carburo di silicio offre un potenziale enorme. Ecco cosa è necessario sapere: La Norvegia è da poco diventata il primo Paese a raggiungere il […]

10 predictions for 2023 (part 1)

Happy New Year and Best Wishes for a healthy and investment successful 2023! I suspect that experiencing a boring year will already do most of the trick. As we start a new year, I have polished my crystal ball in order to make 10 predictions that could shape financial markets and portfolio returns in 2023. […]

Da “just-in-time” a “just-in-case”

Le autorità cinesi sembrano aver finalmente messo fine alle loro rigide politiche di “zero Covid”. Ma la pandemia, con il blocco prolungato di fabbriche e porti in Cina, è destinata a lasciare un segno duraturo sulle catene di approvvigionamento. Da marzo 2020 cittadini e dirigenti aziendali hanno imparato a loro spese che l’accesso a semiconduttori […]