Among the subjects that could make people angry, we can obviously mention politics when opinions become divisive, threatening friendships and even families; sport sometimes when one’s favorite club (in my case Cagliari Calcio) loses stupidly 1-0 to Lecce having played 11 against 10 for half-time and having had plenty of chances, or when the rivalry between […]
Have you ever overlooked the true value of something that lies right in front of your eyes? Cables are such an example – critical yet underappreciated components of our interconnected world. For years, the cable industry was viewed as slow growing, and cyclical. Recent projects and investments point, however, to a significant transformation, warranting a […]
“The time has come for [monetary] policy to adjust” according to Jerome Powell during its speech at Jackson Hole last Friday, opening the door for a rate cut in September. The main uncertainty remains the path of these incoming cuts: gradually in case of a soft landing (and somewhat sticky services inflation) -our base case […]
Nine weeks later, summer is ending, kids headed back to school yesterday in Geneva and Italy Serie A 2024/25 season just kicked-off with a good draw of Cagliari Calcio vs. Roma… The last time I hit the send button for this letter on June 17th, S&P500 was at 5’473 (or circa -1% below last Friday […]
In this fireside chat, Rodolfo De Benedetti, Partner at Decalia, shares his expertise on private asset trends, investment strategies, and market considerations. With a background in finance and family business, Benedetti offers a unique perspective on the private market landscape.
Join us at IPEM 2024 in #Paris this September!Come and meet Nicolo Miscioscia, Partner and Head of #PrivateMarkets, Francesco Figliomeni, Head of Advisory and #ESG Solutions, and Rafaella Ostier Business Development at DECALIA.See you in Paris! #IPEM2024 #PrivateCredit #PrivateEquity #DECALIAPrivateMarkets
We are at the dawn of the surgical robot revolution. Procedures in numerous fields, ranging from orthopaedics to urology, and cardiology to gynaecology, are now performed with the assistance of robotic systems – bringing undeniable advantages in terms of precision and control, but also patient outcomes. Assuming cost and other hurdles are overcome, the adoption […]
By Alexander Roose, Head of Equities and Portfolio Manager for DECALIA Sustainable strategy Market Environment While the final weeks of the first quarter exhibited improved market breadth, the second quarter saw a sharp reversal of that trend. The bellwether S&P500 index clinched a 5% total return (in EUR) during the quarter but the equivalent S&P500 […]
By Quirien Lemey, Co-lead Portfolio Manager for DECALIA Sustainable strategy Software and the state of AI We wanted to provide an update on the current state of the software sector and the significant impact of AI-related spending. In light of recent meetings with various software companies, it’s become evident that the industry is encountering some […]
