Siamo lieti di annunciare la partecipazione di DECALIA a https://lnkd.in/e2PBGqdW Un appuntamento di riferimento per la community italiana della fund selection, dove confronto, idee e visione strategica si incontrano.In questa occasione, Roberto Magnatantini, CFA, Lead Portfolio Manager, interverrà come speaker per condividere il nostro punto di vista su uno dei temi più rilevanti per gli […]
DECALIA is pleased to join the opening session of the 2026 FIATA HQ Meeting in Geneva, focused on the global economic forces shaping freight forwarding and supply chains. Bringing together perspectives on market indicators, trade flows and the pressures affecting logistics worldwide, this discussion will offer a timely look at the macroeconomic environment facing the […]
Surprises, surprises seem the norm nowadays. After 10 days of vacation, I found once again everything turned upside down when I got back to the office last week as we now find ourselves in the middle of the Iranian conflict. For better or for worse, the surprises extend to sports with Italy’s victory over England […]
Lanciato in febbraio dalla rinomata Casa d’investimento ginevrina, è ora disponibile il DECALIA Aegis Defense UCITS. Una strategia a gestione attiva ‘pure-play’ offre agli investitori esposizione alle dinamiche del settore Difesa, in una fase storica di profonda incertezza geopolitica, e conseguenti forti investimenti in sicurezza.
Solo un anno fa i robot umanoidi erano un semplice elemento di curiosità; ora invece hanno dominato la scena al CES 2026. Di fatto, l’edizione di quest’anno del “most powerful tech event” che si tiene a Las Vegas ha visto l’esposizione di circa 20 robot umanoidi. La robotica sta entrando in una nuova fase di […]
Gareggiare nel mercato europeo del credito specializzato Nicolò Miscioscia, Partner and Head of Private Markets, Co-Manager DECALIA Private Credit Strategies Per questo numero di DECALIA Private Markets Focus ci siamo ispirati ai Giochi Olimpici Invernali attualmente in corso in Italia. Gli investitori possono trarre insegnamento dagli atleti in corsa per la medaglia d’oro: studiare la […]
The US Supreme Court ruled last Friday that the President cannot use “emergency” authority to impose tariffs at will (i.e. the use of the International Emergency Economic Powers Act (IEEPA) to impose broad based tariffs is unconstitutional). While that’s a great victory for the “rule of law” and thus somewhat reassuring politically speaking, it brings […]
Written by Alfredo Piacentini, Managing Partner at DECALIA Switzerland, so perfect and therefore envied by definition, finally seems to be stumbling. Yet preserving its advantages must remain a priority, without undermining the country’s competitiveness, now once again at the top of the IMD ranking. With its postcard landscapes, industrial and financial know-how, wealth creation, and […]
Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]
