Filtert

Take it easy (and smooth)

You don’t have to have good news for things to get better; you just have to have less bad news. Such is the case with Cagliari Calcio, who may have lost to Udinese (1-2) at the weekend, but it is now one step closer to staying in Serie A thanks to … the defeats of […]

Trumpism and Its Many Consequences

By Alfredo Piacentini – Managing Partner, DECALIA SA Another article about Donald Trump, you say? It’s hard to talk about anything else when the wave is so powerful—at times even terrifying. Indeed, the world now finds itself in the hands of a remarkable communicator, with a clear penchant for demagoguery and a tendency to approach […]

When the going gets tough, only the best players hold up

Periods of financial market turmoil test the resilience of traditional portfolios. Hedge fund strategies tend to stand out for their ability to generate positive or stable returns, even when equity and bond markets are correcting in tandem. 2022 proved a striking example, offering valuable lessons for navigating the current trade war environment, triggered by the […]

The Power of Platforms

By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]

Private credit after an orange swan event

Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Public volatility vs. Private stability The “Orange Swan” Event As a new US president upends global trade, the world is witnessing what might be called an “orange swan” event. Like a “black swan”, this a rare occurrence with heavy consequences. But unlike their […]

DECALIA unterstützt weiterhin das Wachstum von Atempo auf dem Weg zur führenden Tech-Lending-Plattform Europas

DECALIA freut sich bekannt zu geben, dass Atempo Growth beim First Closing seines zweiten Fonds, Atempo Growth II, erfolgreich Kapitalzusagen in Höhe von 300 Millionen Euro erhalten hat. Damit steigt das von Atempo Growth verwaltete Vermögen innerhalb von nur vier Jahren auf über 700 Millionen Euro. Neben DECALIA konnte Atempo Growth das Vertrauen namhafter institutioneller […]