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Secondaries in Private Credit: Enhancing Liquidity, Visibility, and Risk Control

In a market increasingly seeking yield with greater control, private credit secondaries are emerging as a compelling opportunity. Unlike traditional primary investments that tie up capital for years and require patient ramp-up, secondaries offer exposure to seasoned assets—bringing immediacy, visibility and flexibility to portfolios. 1. Accelerated Deployment, Immediate YieldPrivate credit secondaries allow investors to bypass the […]

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Let’s speak about deflation!

A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]

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Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

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16th of September in Milan – DECALIA & IMGP joint event

Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]

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DECALIA Appoints Manuel Pedretti as Region Head for German-speaking Switzerland

Zurich, 4th August, 2025 – Swiss investment management company DECALIA SA has appointed Manuel Pedretti as Region Head for Business Development in German-speaking Switzerland. This strategic hire underscores DECALIA’s strong commitment to expanding its footprint in the region. In recent years, the firm has earned a reputation for innovation through the launch of thematic equity, […]

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È ora di riconsiderare i titoli del settore sanitario?

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 […]

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I remember what you did last August 1st

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 […]

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Why investing in the Defense by Roberto Magnatantini, Senior Portfolio Manager at DECALIA

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.

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