Un grand merci à Thomas Veillet qui a animé les interventions de Fabrizio Quirighetti, Grégory Raymond, Jean Keller, Jean-Charles CAPELLI ⚪️🔵🟣 et Jonathan Graas, CFA sur les sujets brûlants de l’économie : #japan, #metaverse, #crypto #actions #metaverse #inflation et #CircularEconomy.À voir ici en replay (36′ à 1h20) : https://lnkd.in/eJ6eCnG3
For my last weekly editorial before I go on vacation, and for a change, you’ll find below the highlights of our latest strategy meeting, which took place last week, as well as a summary of our tactical allocation changes. Like a four-handed musical score, the credit also goes to my colleague Damien Weyermann, CFA, Lead […]
Entretien avec Roberto Magnatantini, CFA, gérant de portefeuille senior et Iana Perova, analyste actions Nous inaugurons notre nouvelle série sur le bien-être, dans laquelle nous braquons les projecteurs sur les tendances les plus captivantes en matière de santé, en vous donnant un aperçu des évolutions les plus récentes et les plus intrigantes dans le domaine […]
📢 DECALIA will be attending the UCITS & AIFMD conference in #Luxembourg on Wednesday June 21. Lucie Lannoo, DECALIA Private Markets, will be joining a panel where they will discuss « The changing face of distribution in the EU and US » with John Hunt, Sullivan & Worcester LLP, Lewis Dutton, Aviva Investors.
Last week I spoke about the overall resilience of US economy and the unexpectedly strong US equity performance, driven mainly by just a handful mega-tech stocks until recently, which has taken the vast majority of investors (including your humble servitor) by surprise. I tried to explain the reasons in retrospect (unfortunately): too light positioning & […]
Les conditions actuelles du marché plaident en faveur d’une augmentation de l’exposition aux petites et moyennes capitalisations. Ces valeurs ont récemment sous-performé de manière significative leurs homologues de plus grande taille, ce qui pourrait indiquer qu’une récession est déjà intégrée dans leurs cours. En outre, leurs ratios de valorisation attractifs, associés à leur tendance historique […]
Cagliari Calcio finally made it to qualify for Serie A next season by beating Bari yesterday evening with an incredibly miraculous goal at the 94’, which turned into a freezing kill-joy for the 60’000 attendees of the San Nicola stadium. As Yogi Berra would say: it ain’t over ‘till it’s over! For sure, it looks […]
📢 DECALIA will be attending the EMex Europe conference in Zurich on Thursday June 15. Andrea Biscia, CFA, DECALIA Private Markets Investment team, will be joining a panel where they will talk about the ESG approach of emerging managers.👉 Please feel free to contact Andrea, he will be happy to get in touch with you.➡ Details here: https://lnkd.in/d-6Qg25YSee you in Zurich! […]
