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Precision medicine: a new era for healthcare

Interview with Roberto Magnatantini, Senior Equity Fund Manager and Iana Perova, Equity Analyst Earlier this year, we introduced our new Wellness Series, where we shine a spotlight on the most captivating health trends, bringing you insights into the most recent and intriguing developments in the realm of well-being. What used to be the stuff of […]

Jordan vs. Maradona… What the King would say?

March Madness… It has to be said that the term is certainly not overused this year! A prestigious “Mannshaft” victory against France (we were no longer used to seeing Germany win, whether in sport or economics), the Prancing Horse overtaking again its rivals with an unexpected double for Ferrari at the F1 Australian Grand Prix, […]

Banking on?

Let’s speak about losers today… I will directly skip the mortifying defeat of Cagliari Calcio against Monza this week-end (superb free-kick from Daniel Madini, the son of Paolo and grand-son of Cesare) or the elimination of Inter Milan from the Champion’s league, to focus on the sector investors love to hate, or rather have learned […]

DECALIA & SuperReturn

Earlier this week, DECALIA was out in force at SuperReturn Credit, where a growing number of #investors gathered to discuss the fast developing private credit #asset class. Reji Vettasseri, Lead Portfolio Manager for #PrivateCredit, spoke on a panel discussing Asset Backed Lending, highlighting the increasing variety of #strategies now available within private credit, and he […]

Not yet there… Forza Lazio tonight?

“Un mars et ça repart !”. So far, so good, indeed, especially for the Cagliari Calcio, who beat Salernitana 4-2 this weekend to jump from 19th to 14th place in the Serie A ranking. That’s not only my favorite Italian soccer club ranking that’s melting up, but also risk-on assets with the Europe Stoxx 600 closing […]

DECALIA best overall external asset manager

DECALIA was designated best “Overall External Asset Manager (EAM)” at the WealthBriefing Swiss EAM #Awards #2024 🏆!#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 team work! #WealthManagement#AssetManagement#PrivateMarkets#strategy#WealthBriefingAwards2024#TeamWork

Never change a winning team

We’re currently experiencing two impressive runs of remarkable and relentless period of performances. First, the Cagliari Calcio remains on a 3 consecutive unbeaten games streak in Serie A (it won 1-0 against Empoli yesterday), whereas the S&P500 just completed a run of 16 positive weeks out of the last 18 for first time since 1971! […]

“It’s always darkest before the dawn”

For most companies active in the solar space, the stock market ride of the past few years has been very rough – a far cry indeed from the performances of the “Magnificent Seven”. Massive Chinese production of solar panels has caused a global supply glut, exerting downward pressure on end prices. Combined with the failure […]

DECALIA Top 50 IAMs 2024

We are delighted to announce that DECALIA has once again been selected by Citywire Switzerland in the top 50 Swiss Independent Asset Managers #2024 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!! #CwTop50IAM #AssetManagement […]