Un contagio finanziaro?
“Troppo presto per escludere un contagio finanziario, restiamo prudenti.” Il commento di Roberto Magnatantini, Lead Portfolio Manager di DECALIA su Class CNBC con Elisa Piazza.Grazie a Elisa per l’invito!
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Let’s speak about another peak
For the last few months, investors have been focused essentially on peak inflation and peak terminal rates, but little attention has been devoted to peak cycle since last summer as the soft landing and even the no-landing scenarios were almost taken for granted. However, the latest events, namely the collapse of SVB (and 2 other […]
DECALIA awarded during the WealthBriefing Swiss EAM Awards
We are delighted to announce that DECALIA has been awarded “Best Growth Strategy” and “Best Based in #Geneva” during the #WealthBriefing Swiss EAM Awards #2023 🏆.
Bonds are back… as well as active management
For close to 40 years until recently, it has been a fantastic call to be long bond’s duration, especially through passive ETF’s investment in order to keep duration constantly high. For sure, we experienced a secular bond bull market with US 10y yield falling from circa 16% at the beginning of the 80’s to a […]
SuperReturn Conference in London
📢 DECALIA will be participating in the upcoming in the SuperReturn Private Credit Europe 2023 in #London. Reji Vettasseri, Lead Portfolio Manager Private Markets Funds and Mandates will be speaking in a panel on « Finding Opportunities in Pockets of Dislocation » and moderating a discussion on « the Democratisation of Private Markets ». 👉Do not miss it!
CDMO: Una sigla sinonimo di opportunità
Dopo gli scaffali vuoti dei supermarket in epoca pandemica, sono ora le farmacie ad avere difficoltà a trovare anche i farmaci di base contro il raffreddore e l’influenza, come molti genitori ansiosi hanno senz’altro notato. Questo dipende anche da una domanda stagionale insolitamente elevata, ma il vero problema riguarda la produzione. Sotto pressione da parte […]
La tecnologia ha riacquistato il suo fascino?
Di Quirien Lemey, Co-Lead PM della strategia di DECALIA sostenibile Gennaio è stato un buon mese a livello globale, ma è stato soprattutto il Nasdaq a registrare un’impennata, con il miglior gennaio dal 2001, chiudendo il mese a +10,68%. Nel momento in cui scriviamo, ha acquistato quasi il 16% da inizio anno e ha registrato […]
Moment of Truth
This week is likely to prove interesting, to say the least, in terms of economic releases as it will feature the very same macro ingredients than last week, namely activity indicators on one side, with the final readings of global PMI on top of US ISM indices (manufacturing on Wednesday and services on Friday), as […]
Stuck in the middle… with TATA
It hasn’t really been a love affair on markets since the release of the US CPI on the Saint-Valentine’s day, which was then followed by stronger than expected activity indicators. As we were suspecting last week, better than expected US activity data have pushed long rates higher, while sticky inflation has forced some investment banks […]