Fabrizio Quirighetti su Class CNBC
L’analisi e prospettive sui mercati di Fabrizio Quirighetti, CIO & Head of Multi-Asset di DECALIA su Class CNBC con Elisa Piazza.Grazie a Elisa per l’invito!
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Cagliari Calcio Stays Put and So Do the Markets
Much like Cagliari Calcio, firmly stuck in the same league position, global markets also seem determined to go nowhere fast. This weekend’s Cagliari–Genoa match was the perfect metaphor for global markets: indecisive, breathless, and full of twists, yet ultimately going… nowhere. Nothing collapses, nothing soars, everything drifts in a macro fog where everyone seems to […]
Jack Diamond’s latest interview
Catch Jack Diamond’s latest interview with DECALIA in Finews AG on how private credit is evolving and why tech-lending is becoming a key pillar in European private markets. The conversation covers:• How private credit can support Europe’s growing tech ecosystem• The role of structural protections in managing risk• Why investors are increasingly turning to flexible […]
A coin toss
And there you have it, Italy was served a cold pizza -with pineapple on it- by hungry Vikings from Norway last night: final score 1-4. Now, there’s a strange uncertainty hanging over the participation of the Azzurri to next World Cup… Will Italy be there? No one knows but this last defeat and the past […]
A (relative) free lunch in a less crowded place
While Cagliari Calcio is struggling to remain afloat in Serie A rankings, with a flattering and much-needed tie game against Como yesterday, there is an asset class, often accustomed to the bottom places of financial markets returns, which is thriving this year. Any guess? You have to look south, and even further south than Sardinia: […]
Private Credit superhero and supervillain myths
Reji Vettasseri, Lead Portfolio Manager of DECALIA Private Credit Strategies Superheroes or villains? Private lenders might seem to think of themselves as nothing short of financial superheroes – offering hope and smart capital to the world’s forgotten borrowers, and drawing strength from elevated base rates to deliver supercharged returns. But every time a major default […]
DECALIA Private Credit Strategies II chiude laraccolta a 311 milioni di euro superando gli obiettivi
DECALIA SA annuncia la chiusura finale del suo secondo fondo di credito privato, DECALIA Private Credit Strategies II (“DPCS II”), con una raccolta complessiva di 311 milioni di euro, superando di oltre due volte e mezzo la dimensione del fondo precedente e oltrepassando l’obiettivo iniziale fissato a 250 milioni di euro. Il fondo investe nel […]
Credito privato: separare il buono dal cattivo
I recenti fallimenti di Tricolor e First Brands negli Stati Uniti hanno gettato un’ombra sul mercato del credito privato, con commenti pubblici da parte di figure di spicco del mondo finanziario, incluso il monito metaforico su ulteriori perdite di questa asset class da parte del CEO di JPMorgan Jamie Dimon, il quale ha affermato che […]
Welcome to November, see you in December !
It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]