As we are constantly bombarded with information, distinguishing the „signal“ (the useful, reliable information) from the „noise“ (irrelevant or misleading data) is increasingly difficult. It seems to me that since Trump’s election, the noise volume has increased further, while the range of outcome has become wider. In this context, I feel somewhat lost when I […]
While US citizens have recently voted in favor of Trump and a united Republican government to make America great again, some Italian Serie A clubs are relying either on more respected football managers, such as Claudio Ranieri for Roma, or more unpredictable football players, such as Mario Balotelli for Genoa, in order to make their […]
The vast majority (yours truly included) was expecting, or rather fearing, a close race. Trump won the White House hands down, with a larger majority than expected in the Senate and most likely the House too (i.e. a red sweep). I thought Cagliari Calcio would be swept aside by AC Milan this week-end. And they […]
Here we go… the much-awaited US presidential election will take place tonight. That’s certainly the world’s largest guessing game in terms of scenarios, but also the last big hurdle to clear for markets this year before investors could eventually enjoy a Santa Claus rally. Assuming obviously that (1) incoming economic data remain consistent with the […]
Last week, I asked somewhat ironically “what could go wrong?”, while being fully aware of the many risks and challenges ahead of us. As a result, Cagliari Calcio lost miserably on Friday against Udinese… In the same time, we are entering into November this week through the Halloween backdoor, while investors have already had many […]
In the run-up of the US presidential elections, which is now just two weeks away, the latest US economic data releases continue to please equity investors, while Cagliari Calcio maintains its positive momentum with its first home win of the season (3-2 vs. Torino). Like for the US elections, the race for staying in Serie […]
DECALIA is proud to have participated as finalists in the Real Deals ESG Awards 2024, in the category LP of the Year, Funds of Funds, for the third year in a row! Thanks to Andrea Biscia, Reji Vettasseri and Franco Maria Faccechia for representing DECALIA at this prestigious event. Reji Vettasseri, Lead Portfolio Manager of […]
A big thank you to Citywire Spain for organizing their first event dedicated to hashtag#PrivateMarkets in Madrid earlier this week.It was a great hashtag#opportunity to present our positive outlook for Specialized Private Credit in hashtag#Europe and our two European flagship hashtag#strategies, one focusing on co-investments & secondaries, the other on Venture Debt.Thanks to all the […]
A lot happened over the last month. There was obviously some bad news (as usual) such as hurricanes, intensifying tensions in the Middle East, energy prices rebounding, growing uncertainties surrounding the US elections outcome, or winter coming… However, instead of playing Lou Reed “walk on the wild side”, I decided rather -like equity investors- to […]
