DECALIA lanciert Aegis Defense: die UCITS-Version ihrer globalen Aktienstrategie für den Verteidigungssektor seit 2024 DECALIA gibt die Lancierung von DECALIA Aegis Defense bekannt, einem aktiv verwalteten globalen Aktien-UCITS-Fonds, der Anlegern einen gezielten Zugang zu einem der stärksten strukturellen Investmentthemen dieses Jahrzehnts bietet: Verteidigung als zentrale Säule der Sicherheit. Die innerhalb der Asset-Management-Plattform von DECALIA entwickelte […]
While I have eventually proved wrong on prospects of gold in the short term (“gold’s rise could very well continue—albeit at a less frenetic pace—in the coming months”), I was right -but perhaps too conservative– concerning Cagliari Calcio as it thrashed Verona 4-0 on Saturday -with some spectacular and beautiful goals, and now sits 11 […]
The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]
Right now, there are two things that are shining brightly, continuing to climb to new heights, leaving us wondering how far they can go: gold, of course, which has just experienced its strongest weekly increase (+8.5%) since 2008, reaching a new record high of over $5,000 an ounce… and Cagliari Calcio, which has just secured […]
Secondaries are often misunderstood. A common misconception is that secondaries mean distressed assets.In reality, most opportunities stem from liquidity needs and portfolio management decisions, not from asset quality issues. In this edition of our Private Markets Series, DECALIA breaks down: • LP-driven liquidity needs• GP-led processes and fund lifecycle dynamics• and why secondaries offer access […]
It is not only on the geopolitical front, with Iran, Venezuela or Greenland issues; or in the US domestic political arena with Trump’s incessant statements, threats and gyrations on Fed’s independence -among many others-; or on the US stock market, with the uninterrupted YTD outperformance of small caps and the underperformance of the Mag7, that […]
Why are private credit secondaries attracting so much attention right now? Private credit has grown 4.6x since 2014 and with scale comes a growing need for liquidity solutions.Secondaries are emerging as one of the most under-explored opportunities in private markets today. In this edition of our Private Markets Series, DECALIA explores:• why the secondaries market […]
Happy New Year and best wishes for a healthy and prosperous 2026! The first full week of trading on markets was already eventful… Should we have expected something else? Ironically, we are generally dealing with the same questions and concerns at the beginning of this year as we were last year. As a result, my […]
By Quirien Lemey, Co-Lead PM for DECALIA Sustainable Society strategy We have seen the market increasingly worry about a potential AI bubble, and hence seen some violent moves in the past few weeks. Even stellar results from Nvidia, their largest and cleanest beat in a while, didn’t change the narrative. Moreover, more than half of […]
