Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]
We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 3rd year in a row in the #Wealthbriefing Swiss Awards 2024 🏆!#Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! Lucie LannooElisa Espro RendaRoberto Magnatantini, CFA#BestFundManager#ThematicInvesting#TeamWork#DECALIA
Alexander Roose, Head of #Equities and co-lead PM of the DECALIA #Sustainable #strategy believes Magnificent Seven’s dominance is set to decline and there is too much fixation on the #valuations of current #stocks as it is.
At first glance, there’s no doubt about it: the US jobs report for January, released on Friday, showed more than a resilient US labor market. Nonfarm payrolls increased 353K, largely beating expectations (185k). Furthermore, prior two months readings were revised by a total of +126k, bucking the recent trend of downward revisions. Last but not […]
La JP Morgan Healthcare conference, che si svolge nella seconda metà di gennaio, è diventata un appuntamento tradizionale per gli investitori. È un momento in cui numerose aziende del settore sanitario si riuniscono per dare il via al nuovo anno, discutendo degli ultimi sviluppi nelle loro rispettive attività. L’edizione 2024 si è dimostrata, ancora una […]
A cura di Alexander Roose, Head of Equities & Co-lead PM della strategia DECALIA Sustainable Nonostante l’impennata del mercato degli ultimi 3 mesi del 2023 e la visione consensuale di un soft landing, siamo certi che il 2024 sarà un anno di crescita per i mercati azionari. Ecco le riflessioni di Alexander in merito ai […]
As we said in French “Après la pluie, le beau temps”… So, after the sadness and the tears related to the loss and mourning of Gigi Riva (Italy’s soccer record goal scorer on top of a legendary and faithful player of the Cagliari Calcio), Italian sport’s fans enjoyed and celebrated the great historical achievement of […]
Opportunità interessanti in un’asset class ad alta richiesta Scritto da Patrick Emborg – Analista e Andrea Biscia, CFA – PrincipalTeam Private Markets Investment di DECALIA Entertainment: in costante richiesta Nel suo significato più ampio, l’industria dell’entertainment può essere definita come un fornitore di modalità di intrattenimento e svago destinate a milioni di persone in tutto […]
In a recent press release, the SNB published a preliminary version of its accounts for 2023. After losing CHF 132bn in 2022, it lost again circa CHF 3bn last year. To put these losses in perspective, they represent more than 15% of Swiss GDP and almost 4 times the AuM of Compenswiss (Swiss retirement compensation […]
