Di Quirien Lemey, Senior Fund Manager Global Equities presso DECALIA Negli ultimi due anni, i mercati azionari globali sono stati ampiamente sostenuti da un numero ristretto di grandi capitalizzazioni tecnologiche. Questa concentrazione è stata alimentata dall’ascesa dell’intelligenza artificiale, ma solleva oggi una domanda essenziale per gli investitori: dove si troveranno i prossimi motori di crescita? […]
After a breathless first half, the teams finally head back to the dressing room. The opening six months of 2026 have delivered enough twists and turns to fill an entire season. It all started at breakneck pace with the spectacular arrest of Nicolás Maduro, before investors were thrown into months of geopolitical suspense as tensions […]
E se le città, con le loro proficue riserve di materiali riciclati, prendessero il sopravvento sull’estrazione mineraria tradizionale? In un momento in cui il progresso tecnologico fa schizzare alle stelle la domanda di metalli critici, recuperarli dai rifiuti urbani è una soluzione promettente per il futuro, in linea con il principio dell’economia circolare. Investimenti ingenti […]
iM Global Partner quota oggi la classe ETF dell’iMGP Italian Opportunities Fund su Euronext Milan (ticker: ITAL). Il fondo è gestito da DECALIA, una boutique di gestione attiva leader con 30 anni di esperienza nell’azionario italiano. Milan – 22 giugno 2026 È una prima assoluta per il mercato domestico italiano. Oggi, iM Global Partner (iMGP) […]
After 38 prior proclamations that an Iran deal was imminent, a Memorandum of Understanding (MoU) has finally been signed and oil prices have slipped back below $80 per barrel since then. For sure, a MoU is not a final peace agreement. Plenty can still go wrong in the next 60 days of negotiations. Yet if […]
As part of the forum’s workshop programme, Reji Vettasseri, Lead Portfolio Manager, will lead a session titled: “Why the Time Is Right for Specialized Credit Strategies in Europe” The roundtable-style workshop will offer a focused setting to discuss the evolving European private credit landscape, with an emphasis on specialized strategies, market dispersion and the importance […]
DECALIA is pleased to have been shortlisted for the Real Deals Sustainable Investment Awards 2026 with our DECALIA Private Credit Strategies. This recognition highlights our continued commitment to creating enduring wealth for our clients through sustainable investing. At DECALIA, we believe that focusing on ESG and impact can go hand in hand with the pursuit […]
Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]
Last week, we had the pleasure of celebrating a very special milestone: our company’s 10th anniversary. More than 200 guests joined us for a magical evening at the Restaurant de la Plage, a beautiful moment of celebration! A heartfelt thank you to the wonderful and talented Alexia Cramer, whose organization, creativity, and attention to detail […]
