Pietro Cecere

Apulia, London

Head of European Research at Citywire Italia

Two degrees and always a student... Head of European Research at a Financial Publisher

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Articles

Darauf achten Selektoren in Private Markets

3 weeks ago | citywire.com | John Schaffer |Pietro Cecere |Eva-Maria Jungmayer

Angesichts des großen Hypes, der im vergangenen Jahr um Private Markets gemacht wurde, sollte man meinen, dass sich dieses Marktsegment wie warme Semmeln verkauft. Doch Selektoren sind noch vorsichtig. Bei einem Roundtable auf der Citywire-Veranstaltung „Private Markets Europe“ in Brüssel haben vier Fondskäufer erzählt, wonach sie derzeit tatsächlich suchen und welche Bereiche sie komplett vermeiden.
Where lies the alpha? Dublin selectors share their active-over-passive picks

1 month ago | citywire.com | Henar Gómez |Pietro Cecere

In an investment world increasingly dominated by passive strategies, the role and relevance of active fund management are under intense scrutiny. But what truly makes a difference today? Is ‘skin in the game’ – personal investment by fund managers – a real indicator of quality? Where can genuine alpha still be found in the market? And what would an ideal active strategy look like, if you had the chance to build it from scratch?
Citywire Bellagio 25 - Trump 2.0, cosa significa per gli investimenti sostenibili

1 month ago | citywire.com | Pietro Cecere |Ilaria Ragno

Gli scorsi 27 e 28 marzo, Citywire Italia ha inaugurato un nuovo retreat primaverile dedicato ai professionisti della fund selection, nel suggestivo scorcio di Bellagio. Come da tradizione, Citywire Bellagio 2025 è stata l’occasione per dibattere di come lo scenario macroeconomico sta influenzando l’asset allocation.
Active vs passive: Dublin’s top selectors weigh in

1 month ago | citywire.com | Henar Gómez |Pietro Cecere

As passive funds continue their meteoric rise, investment thinking is being shaken by fundamental questions. Does passive investing distort markets, or does it actually enhance efficiency by reducing noise in stock prices? Are active ETFs truly a viable middle ground between active and passive approaches? What role does the limited track record of these strategies play in shaping the debate?
Beyond the index: How Madrid’s selectors are rethinking active strategies

1 month ago | citywire.com | Henar Gómez |Pietro Cecere

As passive investing continues to dominate flows, the pressure is on for active managers to prove their worth. In this second video roundup from our Citywire panel session in Madrid (see part 1 here), top fund selectors tackled the big questions: When do passive strategies fall short? Where can active investing still outperform? And what does it take to deliver true alpha in today’s market?
Can active investing still win? Madrid’s fund selectors speak out

1 month ago | citywire.com | Henar Gómez |Pietro Cecere

Has passive investing grown too powerful? With index funds dominating flows, big questions are emerging: What does this mean for market concentration, volatility and liquidity? Can active managers still beat the market in a world of low-cost passive options? And which active strategies are proving their worth? The explosion of passive investing has reignited the debate between active and passive.
We ask selectors: Can anyone Make Active Great Again?

1 month ago | citywire.com | Henar Gómez |Pietro Cecere

Has passive investing grown too powerful? With index funds dominating flows, big questions are emerging: What does this mean for market concentration, volatility and liquidity? Can active managers still beat the market in a world of low-cost passive options? And which active strategies are proving their worth?
Citywire Bellagio 25 - Trump, affrontare le montagne russe nell'asset allocation

1 month ago | citywire.com | Pietro Cecere |Ilaria Ragno

Gli scorsi 27 e 28 marzo, Citywire Italia ha inaugurato un nuovo retreat primaverile dedicato ai professionisti della fund selection, nel suggestivo scorcio di Bellagio. Come da tradizione, Citywire Bellagio 2025 è stata l’occasione per dibattere di come lo scenario macroeconomico sta influenzando l’asset allocation.
Citywire Bellagio 25 - Fund selection, cosa cambia coi Bond Vigilantes e Trump 2.0

1 month ago | citywire.com | Pietro Cecere |Ilaria Ragno

Bond vigilantes, approccio caotico di Trump alle tariffe, rischio di una “Trumpcession” e opportunità nei mercati azionari europei ma anche ESG nell’era del “drill baby drill”. Come tutto questo influenza l’asset allocation e la fund selection?
The secret tech investor: are AI agents becoming a reality?

1 month ago | citywire.com | Jérémie Gatignol |John Schaffer |Pietro Cecere |Chris Sloley

‘AI is going to be better than all of us, at everything’ - Dario Amodei, CEO of Anthropic (above) Six months ago, we highlighted that the killer application of AI would be efficient and functional AI agents. So, are we seeing real progress or just more promises? OpenAI, whose CEO Sam Altman predicts a future where everyone will have a personalised PDA tailored to their needs, has made progress in this direction.