No miracle for the Nati (Swiss soccer team’s nickname). Once again, the football gods smiled on Lionel Messi and his teammates, while Switzerland left the World Cup with the familiar cocktail of pride, frustration and the nagging feeling that perhaps the better team hadn’t necessarily won. Investors know also this feeling. So far this year, […]
By Quirien Lemey, Senior Fund Manager Global Equities at DECALIA For the past two years, global equity markets have been largely driven by a handful of large-cap technology stocks. This concentration has been fuelled by the rise of artificial intelligence, but it now raises a key question for investors: where will the next drivers of […]
After a breathless first half, the teams finally head back to the dressing room. The opening six months of 2026 have delivered enough twists and turns to fill an entire season. It all started at breakneck pace with the spectacular arrest of Nicolás Maduro, before investors were thrown into months of geopolitical suspense as tensions […]
What if cities, with their lucrative reserves of recycled materials, were to take precedence over primary mining? At a time when technological advances are causing demand for critical metals to skyrocket, recovering them from urban waste represents a promising path for the future – at the very heart of the circular economy principle. Massive investments […]
iM Global Partner today lists the ETF share class of its Italian Opportunities Fund on Euronext Milan (ticker: ITAL). The fund is managed by its Partner DECALIA, a leading active investment management boutique with a 30-year track record in Italian equities. Milan – 22 June 2026 It’s a first for Italy’s home market. Today, iM […]
After 38 prior proclamations that an Iran deal was imminent, a Memorandum of Understanding (MoU) has finally been signed and oil prices have slipped back below $80 per barrel since then. For sure, a MoU is not a final peace agreement. Plenty can still go wrong in the next 60 days of negotiations. Yet if […]
As part of the forum’s workshop programme, Reji Vettasseri, Lead Portfolio Manager, will lead a session titled: “Why the Time Is Right for Specialized Credit Strategies in Europe” The roundtable-style workshop will offer a focused setting to discuss the evolving European private credit landscape, with an emphasis on specialized strategies, market dispersion and the importance […]
DECALIA is pleased to have been shortlisted for the Real Deals Sustainable Investment Awards 2026 with our DECALIA Private Credit Strategies. This recognition highlights our continued commitment to creating enduring wealth for our clients through sustainable investing. At DECALIA, we believe that focusing on ESG and impact can go hand in hand with the pursuit […]
Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]
