After the Barbie movie, it’s time for the Teenage Mutant Ninja Turtles to hit the big screen with their “Cowabunga” rallying cry, which by the way may also mean astonishment or stupor; has been adopted by surfers as a declaration of enthusiasm or exhilaration; or can be used for a battle cry. So, in the […]
Come leggere la frenata in corso dei listini #azionari? E in particolare, quanto peso dare al taglio di Fitch o alla stagionalità? Quali #settori o titoli prediligere in questo momento? L’analisi sui mercati di Fabrizio Quirighetti, CIO & Head of Multi-Asset di DECALIA su Class CNBC con Elisa Piazza. Grazie a Elisa per la gentile ospitalità questa mattina! Da […]
Il settore dei viaggi è decisamente euforico in questa stagione estiva 2023. Sulla scia di ripresa energica della domanda, prenotazioni a livelli record, riapertura della Cina e potere di determinazione dei prezzi rinvigorito, gran parte delle aziende sta ora registrando margini pari o superiori a quelli pre-pandemia.Tuttavia, bisogna stare attenti a non abbandonarsi all’euforia dominante.In […]
On the eve of the Swiss national holiday, and after devoting my last week letter to the merits and, more importantly, the setbacks of the major economies and their currencies, it seemed obvious that we should take a closer look at Switzerland, its economy, its currency and its market. I received indeed many questions lately […]
DECALIA Market Updates by Fabrizio Quirighetti, CIO and Head of Multi-Asset Let’s start first by trying to explain the recent USD depreciation against most major currencies. It is basically due to the dollar smile phenomenon, observed about 20 years ago by Stephen Li Jen: the USD tends to outperform other currencies in two extremely different […]
DECALIA will be attending IPEM 2023 in #paris this September.Nicolo Miscioscia, Partner and Head of Private Markets 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! 🚀🚀
Cosa può rovinare il rally dei mercati? L’analisi di Edoardo Proverbio, Responsabile Area Investimenti di DECALIA SIM su Class CNBC con Elisa Piazza. Grazie a Elisa per la gentile ospitalità questa mattina! #MercatiFinanziari #trimestrali #inflazione #finanziari #tecnologia #IntelligenzaArtificiale
“We pivot to where the #opportunity lies. As credit investors, our bias is to prepare for the worst. But at times of #dislocation if you know where to look there are always segments with attractive conditions for dealmakers.”👉Read the SuperReturn article with Reji Vettasseri, Lead Portfolio Manager for Private Credit at DECALIA.
End of June, we had the honor of diving into a world of inspiring art and color at the Fame gallery in #Zurich. The “Colors from the Levant” allowed you to discover and enjoy an immersion in a captivating and artistic Levant region. Thank you to Dina Dabbas Rifai for the curation of the artworks and Thank you Fame […]
