Categoria: Fund Focus
A cura di Alexander Roose, Head of Equities & Co-lead PM della strategia DECALIA Sustainable Nonostante l’impennata del mercato degli ultimi 3 mesi del 2023 e la visione consensuale di un soft landing, siamo certi che il 2024 sarà un anno di crescita per i mercati azionari. Ecco le riflessioni di Alexander in merito ai […]
Le attuali condizioni di mercato presentano una tesi convincente a favore di una maggiore esposizione alle small e mid cap. Di recente questi titoli hanno notevolmente sottoperformato le controparti più grandi, e questo potrebbe indicare che la recessione è già stata scontata. Inoltre, i loro rapporti di valutazione interessanti, insieme alla tendenza storica a dare […]
The Millennials generation is described as the people born between 1980 and 2000. There are more than 2 billion Millennials in the world, and they represent one third of the world population. They are already the biggest workforce in America with $200 billion in annual purchasing power. By 2030, Millennials will account for 75% of […]
The Chinese sport industry will reach $696 billion by 2035. Chinese government intends to encourage 700 million people to have a physical activity once a week. The local sports brands benefit from the renewed patriotism of Chinese consumers.
Interview with Clément Maclou on the new European Circular Economy plan. This plan is one of the main blocks of the European Green Deal. Many initiatives were announced for a cleaner & more competitive Europe.
At the time of writing, more than 3 billion people are confined to homes across the world due to COVID-19. Remote work is now undoubtedly becoming the “new normal” for many businesses, even with the presence of children at home. Remote Work has always been one of the sub themes in our DECALIA Circular Economy […]
At the time of writing, Italy, Denmark, Belgium, Spain, and France have all gone on nation-wide lockdowns. The UK, and we assume many others, are likely to follow suit, soon. There is no precedent for almost entire populations working from home, with schools and borders shut. These are truly extraordinary times, and not a scenario […]
