Per la maggior parte delle aziende attive nel settore dell’energia solare, la corsa in borsa degli ultimi anni è stata molto dura, ben lontana dalle performance dei “Magnifici Sette”. La massiccia produzione cinese di pannelli solari ha saturato il mercato a livello mondiale, esercitando una pressione al ribasso sui prezzi finali. Se a ciò si […]
We are delighted to announce that DECALIA has once again been selected by Citywire Switzerland in the top 50 Swiss Independent Asset Managers #2024 ranking 🔥🔥! #Innovating is at the core of DECALIA’s investment #philosophy, and we are proud to be recognised for our efforts both in public and private markets. Great teamwork!! #CwTop50IAM #AssetManagement […]
Nous avons le plaisir d’annoncer que DECALIA a une nouvelle “maison” à #Milan, via Filippo Turati 29, 20121 Milano. Tél. (inchangé) +39 02 2111561.Nous nous réjouissons de vous accueillir 🥂 ! We are delighted to announce that DECALIA has a new “home” in #Milan at via Filippo Turati 29, 20121 Milano. Tel. (unchanged) +39 02 […]
It took 34 years, 2 months and 20 something days… but it finally made it. The Japan Nikkei 225 stock index posted indeed a new all-time high (ATH) last week, snapping symbolically one of the longest journeys through the disdain of global investors, but also breaking somewhat off my favorite provocative question to investors looking […]
It begins with a “C”, it is struggling and it is at the bottom of the performances ranking… Have you got it? I am referring to China of course! While billions of people in China and around the world are celebrating the beginning of a new Lunar year, there is still little to celebrate about […]
Listen to Reji Vettasseri, Lead Portfolio Manager, Private Solutions at DECALIA: “A majority of #LPs are looking to #allocate more to private debt in 2024 as the #asset class becomes a core constituent of most leading private markets programmes.”“Not one of the surveyed LPs expected private credit to underperform returns benchmarks in #2024.”Thank you to Private Debt Investor for the invitation to discuss their latest […]
Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]
We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 3rd year in a row in the #Wealthbriefing Swiss Awards 2024 🏆!#Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! Lucie LannooElisa Espro RendaRoberto Magnatantini, CFA#BestFundManager#ThematicInvesting#TeamWork#DECALIA
Alexander Roose, Head of #Equities and co-lead PM of the DECALIA #Sustainable #strategy believes Magnificent Seven’s dominance is set to decline and there is too much fixation on the #valuations of current #stocks as it is.
