Reji Vettasseri, Lead Portfolio Manager of DECALIA Private Credit Strategies Superheroes or villains? Private lenders might seem to think of themselves as nothing short of financial superheroes – offering hope and smart capital to the world’s forgotten borrowers, and drawing strength from elevated base rates to deliver supercharged returns. But every time a major default […]
DECALIA SA hat das Final Closing seines zweiten Private-Credit-Fonds, DECALIA Private Credit Strategies II (DPCS II), bei 311 Mio. EUR durchgeführt. Damit wird die Größe des Vorgängerfonds um mehr als das 2,5-Fache übertroffen und das ursprüngliche Fundraising-Ziel von 250 Mio. EUR überboten. Der Fonds investiert in spezialisierte europäische Kreditstrategien und strebt zweistellige Nettorenditen an, indem […]
The recent bankruptcies of Tricolor and First Brands in the US have cast a cloud on the private credit market, with public remarks from prominent financial world figures, including the metaphoric warning from JPMorgan CEO Jamie Dimon about further losses in this asset class, saying more cockroaches will surface. While private credit clearly carries some […]
It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]
Why think local when markets are global? In today’s interconnected world, megatrends such as AI, energy transition, ageing demographics and digitalisation know no borders. Neither should your equity allocation. At DECALIA, our Global Equities approach combines an unconstrained investment universe with high conviction stock picking, allowing us to capture the best companies and structural trends, […]
In meteorology, we often distinguish between the actual temperature and the feels-like temperature – the latter reflecting how the air truly feels on our skin once humidity, wind, and other invisible factors are taken into account. In recent months, the US economy has been behaving much the same way: the numbers on the screen (inflation, […]
Wir freuen uns, dieses aufschlussreiche Interview mit unserem Mitgründer Rodolfo De Benedetti zu teilen, das diese Woche auf Finews AG veröffentlicht wurde. Ein herzlicher Dank geht an Florian Schwab für den gelungenen Artikel und das anregende Gespräch.
As the Cagliari Calcio is still muddling through in the middle of the Italian Serie A standings after its defeat 0-2 against Bologna yesterday, it’s hard to detect any signs of exultation in me as a fan this morning. Considering politics, geopolitics, the state of the world in general, or just the weather conditions for […]
DECALIA is honoured to once again be recognised among the finalists at the Real Deals Sustainable Investment Awards 2025, marking our fourth consecutive year of distinction. Thanks to Andrea Biscia, CFA and Franco Maria Facecchia for representing DECALIA at this prestigious event. Andrea Biscia, Principal of DECALIA’s PrivateCredit programme, shared:“With more than 50% of our […]
