As focus on US debt ceiling is intensifying in a context of higher interest rates and growing concerns about economic growth slowdown, the debt sustainability debate is naturally resurfacing. People are thus talking about it (again), but very few have a clue or do something about it because it’s a vast and complex matter. So, […]
So far, so good! Both US companies’ earnings and economy continued to defy downbeat investors’ expectations (included mine) last week. However, as I mentioned one week ago, US equity remains at risk due to its historical and relative stretched valuation, especially in case of any disappointments down on the road (weaker growth, margin compression, regional […]
Wall Street riparte in rosso tra Fed e tonfo PacWest.Il commento di Edoardo Proverbio, Responsabile Area Investimenti di DECALIA SIM su Class CNBC con Elisa Piazza.Grazie a Elisa per l’invito!
1st of May… should your humble servitor work and deliver its weekly letter? The Labor Day is an annual holiday in most countries with several markets being closed today, Switzerland included. But here in Geneva, we are working while the public sector enjoyed a day off despite the current left government has just lost its […]
In questa edizione celebrativa, ripercorriamo tutto quello che è successo – nei mercati finanziari e, più in generale, nel mondo – negli ultimi 100 mesi. E, dobbiamo dirlo, questi otto anni e qualche mese sono stati un viaggio straordinario! La nostra prima edizione di “Approfondimenti sugli investimenti” è stata scritta solo qualche settimana dopo che […]
We are delighted to announce that DECALIA has once again been selected by Citywire Switzerland in the top 50 Swiss Independent Asset Managers #2023 ranking🔥🔥! #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 teamwork!!
Markets have gone nowhere over the last few days, with equity indices, long rates and major forex crosses experiencing contained daily variations and an overall sideways trading after a strong start of the year for both equity and bond investors. That’s certainly a symptom of a lack of conviction among them about what comes next […]
There are several signs that the most acute part of the US banking turmoil may be behind us: markets have rebounded, the VIX is back to its lowest level since January 2022 (17.1), the amount of bank lending from the Fed emergency lending facilities has declined, US bank deposits are increasing again after weeks of […]
David Cohen, Senior Portfolio Manager at DECALIA illustra le sue tecniche di #selezione. Rendimenti risk adjusted e #valutazione dei team sono due degli step del processo.
