Karting with WIZE by TeamWork
Thanks to WIZE by TeamWork for organising such a fun #activity! We had a great time 🏎 🏎! Sandro Occhilupo, CFA Bernard Allseits Jonathan Graas, CFAQuirien Lemey, CFAIana Perova
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Intelligenza… umana!
Quale sarà il rapporto tra intelligenza artificiale e intelligenza umana? Tante paure sono giustificate? Una creativa discussione con ChatGpt cosa potrebbe rivelare? Probabilmente l’Ia non sostituirà completamente l’intelligenza umana (Hi), ma piuttosto la aumenterà, la migliorerà e le consentirà di continuare a guidare l’innovazione e lo sviluppo del genere umano. Quindi, meglio non confondere l’uovo […]
The longevity revolution
The investment theme focusing on Aging Populations is stronger than ever. Barron’s, The Economist, Netflix, seem to agree with us. Dive into DECALIA’s expertise. Details? Just ask. More Americans Are Working Into Their 80s. What’s Keeping Them in the Workforce. As the baby boomers age, it’s becoming more common for people to remain employed into […]
Navigating through a CCC backdrop (Confusing, Contradictory & Challenging)
While China is facing structural risks from the 3Ds of Debt, Demographics and Deflation as recently coined by Morgan Stanley, the macro backdrop could be defined as CCC with economic data sending Confusing and somewhat Contradictory messages in an overall still Challenging context. Let’s take the latest US data released on Friday. Beyond the upside […]
Un futuro senza rimorsi per i viaggi in aereo
Sotto le maestose ali di un aereo si celano moltissime contraddizioni. L’eccitazione di scoprire nuove destinazioni, infatti, spesso è accompagnata dal senso di colpa per l’impronta di carbonio lasciata da questo tipo di viaggi. E se riuscissimo ad attenuare questo conflitto e a trovare un equilibrio tra il nostro desiderio di volare e quello di […]
Is this economy different?
In general, seasoned investors are wary when they hear or read somewhere that “this time is different”. Interestingly, there have been plenty of articles in the financial press lately about China turning eventually Japanese. With weakening growth and inflation already nearing 0%, the current 2nd largest world economy seems indeed on the brink of experiencing […]
IPEM 2023: DECALIA will be there!
Join us at IPEM 2023 in #paris this September!Nicolo Miscioscia, Partner and Head of Private Markets at DECALIA will join the panel “How do you run a successful emerging manager program?”.Come and meet Nicolo Miscioscia, Rafaella Ostier, Business Development and Franco Maria Facecchia, Private Markets.See you in Paris! 🚀🚀
DECALIA su Class CNBC – Caffè Affari
L’analisi e prospettive sui mercati di Fabrizio Quirighetti, CIO & Head of Multi-Asset di DECALIA su Class CNBC, #CaffèAffari con Elisa Piazza.Grazie a Elisa per l’invito!
Too hot here? Too cold there? Stay with those in the middle!
When this letter will hit your screen, I will be in Turin… waiting impatiently for the official return of Cagliari Calcio in Italian Serie A with its first season’s game at 18h30 at Torino’s Olympic Stadium. At this stage, I can still dream about glorious victories and a more than honorable ranking by end of […]