DECALIA su CNBC
I mercati finanziari in questo inizio 2024.Il commento di Edoardo Proverbio, Responsabile Area Investimenti di DECALIA SIM su Class CNBC.Grazie a Carla Signorile per l’invito! #MercatiFinanziari#equity#bond #2024
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10 predictions for 2024 (part 2): still trading in fat and flat range
Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2024 -and as a reminder-, our central macro scenario may be summed up as “more of the same – but better” … With resilient growth, inflation normalization & rate […]
10 predictions for 2024 (part 1): Rate cut or hair cuts?
Happy New Year and best wishes for a healthy and prosperous 2024! I suspect that experiencing a quiet but positive year, with Cagliari Calcio remaining in Serie A as far as I am concerned, will already do most of the trick. As we start a new year, I have thus polished my crystal ball in […]
DECALIA shortlisted for European Investor
We would be honoured if you would consider voting for DECALIA in the Private Debt Investor Awards, where for the second year running we have been shortlisted for European Investor of the Year 2023 🔥🔥. You can vote by clicking the link below, and participating in the European section of the survey.👉https://lnkd.in/gwAPN7cw Thank you to all of our #clients, #partners and #team members who […]
A difficult art indeed
“Prediction is very difficult, especially if it’s about the future…”. Like every year at the same time, I have indeed to admit it as I look back at my own predictions made at the very beginning of each year. So, it’s now time to see how I scored on my 10 predictions for 2023 (even […]
Private Credit in a Golden moment
At DECALIA we believe we are particularly well positioned in this environment with the current macro climate where the private credit industry is talking about a « golden moment ». We focus on playing in the “gaps”, providing bespoke solutions for those who are underserved by traditional lenders.
The Kangaroo’s jump
The latest US employment report put a dent in the Fed’s pivot narrative with somewhat higher than expected nonfarm payrolls (+199k, in line with the last 6 months average) and, more importantly, a lower unemployment rate (-0.2% to 3.7% in November). Indeed, this decline in unemployment rate invalidated, at least theoretically, a recession signal from […]
DECALIA in Private Debt Investor
For their latest cover story on the outlook for private credit, Private Debt Investor talked to “some of the asset class’s most prominent supporters”. Reji Vettasseri from DECALIA Private Markets was one of them and gives his views.
Beware of the Grinch
Latest US data and some Fed members statements reinforced the current optimistic views made of resilient growth and ongoing disinflation. Consumers income and spending are indeed still expanding, manufacturing activity is holding well according to latest ISM, while the Fed’s favorite inflation gauge, the PCE deflator, decelerated further in October. The headline reading was actually […]