DECALIA at IPEM in Paris
DECALIA Private Markets team participated at IPEM in Paris, one of the world’s leading Private Markets events. DECALIA Camillo Colombo Franco Maria Facecchia Aurora Girometta Rafaella Ostier Giorgia Pozzoli
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When micro overtakes macro
With no major economic data coming out of the US due to the ongoing US government shutdown, the earnings season kicking off this week takes on particular importance in these circumstances. What can we expect and what should we be watching for? The consensus expects S&P500 earnings grew 6% yoy in Q3-2025 Economic Calendar Without […]
Central bank independence : Bend or break?
The tug-of-war that has played out for several months, under the spotlight of the media, between the President of the United States and his counterpart at the Federal Reserve, goes far beyond the near-term trajectory of U.S. policy rates. It questions the very role of a central bank and the importance of its independence from […]
Melting up
After a week’s vacation, I’m back at the office. Although quite a lot has happened in recent days, including the US government shutdown, the strong rebound in the pharmaceutical sector (big sentiment relief after the deal between Pfizer and US administration), the resignation of the French prime minister, and the unexpected victory of a woman […]
Investire nella difesa: il prossimo grande trend?
Geopolitica, intelligenza artificiale, sistemi senza pilota, il settore della difesa sta vivendo una trasformazione e il cosiddetto “super-ciclo della difesa” è appena iniziato. Nel suo ultimo articolo, Roberto Magnatantini, CFA ci guida tra i principali driver, rischi e aree di opportunità.
Fai una pausa, prendi un po’ di cioccolato!
Ad alcuni piace caldo, ad altri scuro e amaro, bianco e croccante, o semplice e cremoso. Ma una cosa è certa: il cioccolato piace a nove persone su dieci. E la decima sicuramente mente! Sapevate che nel 2024 il consumo globale di cioccolato ha toccato i 29 milioni di tonnellate, con una media di 1,3 […]
Tech Lending: from concept to investment
Unlike classic corporate credit, tech lending requires specialist expertise. Opportunities are often complex, highly bespoke, and outside the reach of traditional banks. Investors typically access this segment through niche private credit managers (GPs) with deep sector knowledge, structuring skills, and active monitoring capabilities. Who are the key players ? These GPs are the gateways to the […]
The last (or the smallest) could be the first
Who would have thought it? After four matchdays, Cagliari Calcio is sitting in seventh place in Serie A following its 2-1 victory over Lecce at the weekend. It may not last, but it proves that smaller, less popular teams can spring surprises and outperform the big clubs that dominate the headlines. The same is true […]
From Angelism to Realism: Europe Rediscovers its Defense Industry
Written by Roberto Magnatantini – Thematic Fund Manager, DECALIA SA When reading an article on the theme of war, one generally comes across a quote from Sun Tzu, Machiavelli, or Clausewitz. Yet nothing seems to summarize Europe’s current situation as well as Pierre Desproges’ quip: “I don’t have cancer, I’ll never get it, because I’m […]