At the time this letter will hit your screen I will be on holiday. While I will obviously enjoy it and benefit fully from my days off treat, I am somewhat concerned about the many tricks that markets may play to frighten investors during my absence as a busy data-packed week await us. In the […]
*Citazione di Nestlé Intervista a Alexander Roose, Head of Equities, Senior Fund Manager e Gian-Luca Grassini, Financial and ESG Analyst Nei primi mesi del 2023, abbiamo aperto un nuovo capitolo della Wellness Series, dove puntiamo i riflettori sui trend più suggestivi in ambito salutare, offrendovi degli approfondimenti sui più affascinanti e recenti sviluppi in materia […]
DECALIA will be attending SuperReturn Middle East in #dubai this November 1st. Franco Maria Facecchia, Principal Private Markets will join the panel “Emerging Managers: Proving your worth”. Come and meet Franco, see you in Dubai! 🚀🚀
Over the past few weeks, I have tried to show that US financial conditions may not be as restrictive as one might think, given the Fed’s swift rate hike since March 2022 (from 0.25% to 5.5% in 18 months). As a result, the US economy has proved much more resilient than expected so far. Among […]
In a week overshadowed by the geopolitical tensions in the Middle-East after the terrorist attack from Hamas in Israel, the IMF’s latest economic outlook, released last week during the annual meetings of the IMF and World Bank in Marrakesh, went almost unnoticed. While it wasn’t obviously as tragic as many events currently unfolding around us, […]
Last week DECALIA participated in the Real Deals ESG Awards #ceremony as a #finalist for its DECALIA Private Credit Strategies programme alongside some of the leading private markets #investors in Europe.«At DECALIA we believe that focussing on ESG and impact goes hand-in-hand with driving superior #returns over the long-term. We are honoured that our efforts to be at the forefront of the #industry in this regard are being recognised. » Reji Vettasseri, Lead Portfolio […]
I think I have had another calling, like in the Netflix series “Manifest” (see my weekly letter of August 22nd, 2022), as I was feeling and I have thus argued that something was changing or has changed for some time now… Actually, it all started at the end of last year when I did a […]
L’analisi e le prospettive 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! Qui per vedere il video integrale 👉 https://video.milanofinanza.it/video/quirighetti-decalia-prudenza-in-portafoglio-effetti-stretta-devono-ancora-arrivare-iawMNTZiCIGr
“Eppur, si muove”… Who would have thought it? Despite an increase of 525bps in the US Fed funds rate over the last 18 months, the US economic growth continues to defy rates gravity, as well as most pundits, showing resilience -to say the least-. Even more striking, financial conditions still remain broadly accommodative…, which is […]
