Filtri

Fabrizio Quirighetti, CIO of DECALIA in the FIATA review

At the 2026 FIATA HQ Meeting in Geneva, DECALIA was pleased to contribute to the discussion on the forces shaping freight forwarding and global supply chains. We are also proud to see Fabrizio Quirighetti featured in the latest FIATA Review with his article, “From Dollar Dynamics to Trade Fragmentation: A Market Perspective.” His analysis highlights […]

The Polish Plumber’s Revenge

In the mid-2000s, the figure of the “Polish plumber” became a powerful symbol in the French and UK public debate, embodying fears linked to globalization and the enlargement of the European Union. An estimated two million workers from Eastern and Central Europe arrived between 2003 and 2007 in the UK, half of them were Polish. […]

Il growth debt nell’era della disruption dell’AI

Jack Diamond, Co-fondatore & Partner – Atempo GrowthFranco Maria Facecchia, Principal Private Markets – DECALIA L’«Apocalisse del software»: quanto è reale il rischio dirompente dell’intelligenza artificiale? Mercato europeo vs. mercato statunitense Posizionamento del portafoglio di Atempo Growth FF: Il mercato del private credit ha subito una pressione significativa nel primo trimestre del 2026. Può descriverci la […]

Not Out of the Woods, But Out of the Panic

We aren’t yet out of the woods. That’s true both for the Cagliari Calcio, who lost logically against Inter on Friday evening, as well as for the energy shock resulting from the conflict in Iran. However, in both cases, the relief observed since the previous week-end thanks to the victory against Cremonese and the fragile […]

Il Private Credit “boom”?

E adesso? Nicolò Miscioscia, Partner, Head of Private Markets and Digitalisation, Co-Manager DECALIA Private Credit Strategies Un’analisi del polso degli “insiders” Cosa ne pensa il mercato Conclusione Negli ultimi anni si è scritto molto sul private credit. In un primo momento il dibattito si è concentrato sui suoi punti di forza; più recentemente, invece, si […]

Relief Rally vs Reality Check

Apocalypse Not Now! We’ve avoided the worst in two ways—at least for now! First, because even though this weekend’s negotiations came to nothing, other than an even stricter U.S. blockade of the Strait of Hormuz aimed at economically suffocating Iran, we’ve at least avoided the immediate destruction of a civilization… Second, because Cagliari won a […]

Terre rare: da trend industriale a tema sistemico

Mentre il XIX secolo è stato caratterizzato dall’uso del carbone e il XX secolo dalla dipendenza dal petrolio, questo secolo verrà probabilmente ricordato come l’era delle terre rare. Vitamine dell’industria moderna, la loro importanza è strategica per numerosi prodotti, dalle turbine eoliche agli smartphone, dai veicoli elettrici al settore della difesa. Come ormai è risaputo, […]

Navigating the Shift from Inflation Shock to Growth Risk

The energy crisis is deepening as fighting in the Middle East intensifies. Iran has proven more resilient than expected, effectively managing a difficult situation with a government that remains organized and cohesive. By refusing to pursue de-escalation, Tehran is increasing pressure on the United States. The well-known “TACO trade” (“Trump Always Chickens Out”) may not […]

Easy entry, hard exit

il primo vero stress test per i fondi evergreen semi-liquidi potrebbe scatenare una crisi di fiducia a lungo termine? Nicolò Miscioscia, Partner, Head of Private Markets and DigitalisationCo-Manager DECALIA Private Credit Strategies Il modello evergreen semi-liquido messo alla prova Come funzionano effettivamente gli evergreen semi-liquidi Rimborsi & gate: rischi finanziari, reputazionali o legali? Le strutture […]