Since President Trump continues to act like a sheriff in order to restore law and order in the economic and financial markets, let’s look at the impact of his decisions and measures through the lens of my favorite Western film. First quarter US GDP growth headline was poor (-0.5%), but the details were not so […]
Al momento di scrivere questo articolo, il settore sanitario si colloca al penultimo posto nella tabella delle performance da inizio anno, alimentando una forte sensazione di “déjà-vu“. In effetti, nel 2023 e 2024 i titoli del settore sanitario hanno contribuito in minima parte al rally complessivo del mercato azionario. All’inizio di quest’anno, tuttavia, le prospettive […]
Forget about the August 1st trade deadline… but beware of the incoming flood of economic data. It seems indeed that Trump’s tariff saga is finally coming to an end as another key trade “deal” was struck yesterday between the US and the EU. This agreement (how could you reasonably conclude a complete and detailed trade […]
As geopolitical tensions escalate and decades of underinvestment in defense come under scrutiny, the sector is regaining attention as a long-term structural theme. In this carousel, Roberto Magnatantini, CFA, Senior Portfolio Manager at DECALIA, shares why defense is becoming both a strategic imperative and a compelling investment opportunity.
DECALIA is pleased to have been shortlisted for the Real Deals Sustainable Investment Awards 2025 with our Private Credit multi-strategy programme. This recognition highlights our continued commitment to creating enduring wealth for our clients through sustainable investing. At DECALIA, we believe that focusing on ESG and impact goes hand-in-hand with generating superior long-term returns and […]
Mentre gran parte dell’Europa soffoca sotto le temperature insolitamente elevate di questo inizio d’estate, le autorità sanitarie insistono sui comportamenti da seguire, a cominciare da una corretta idratazione. Una buona occasione per dare un’occhiata al settore delle bevande e, in particolare, al segmento in più rapida crescita: le bevande energetiche. Attualmente rappresentano circa il 10% […]
Un grand merci à toutes et à tous d’avoir participé mardi soir à notre table ronde dédiée à l’entrepreneuriat dans le secteur de la santé. Dans le cadre exceptionnel du Restaurant de la Société Nautique de Genève, par une chaude soirée d’été, les échanges ont été riches, ouverts et porteurs de perspectives pour l’innovation dans […]
There are 2 important pieces of news this morning. The first one is Oklahoma City Thunder won the NBA championship title for the first time as they defeated the Indiana Pacers in Game 7 of the NBA Finals last night. An impressively tied & undecisive series won by a young but true and mature team… […]
La chiave per distinguersi resta la qualità del servizio, ma il cambio generazionale in atto sta cambiando molto quelle che sono le necessità degli investitori. Più attenzione alla pianificazione successoria, una spinta decisa verso l’ottimizzazione fiscale e maggiore interesse per gli asset alternativi. Sono queste le nuove esigenze dei clienti privata secondo Francesco Figliomeni, CEO […]
