It’s currently hard to hold tactical convictions on markets, given the many uncertainties related to (1) the gyrations of the US-Iran war, which influence the trajectory of energy prices and, by ripple effect, the stance of monetary policy, and (2) the AI theme dominating headlines, driving dispersion within the IT sector and concentrating risk. In […]
Private credit is booming – and under fire. DECALIA’s private credit lead Reji Vettasseri tells finews why the criticism of the asset class is part exaggeration, part opportunity – and why his third fund should be as big on day one as his first was at its close.
No flash of genius from the Messi(ah) or miracle for the wrestlers of the Albiceleste, who logically go down, but painfully, against La Roja. A deadly, dull match where the only real spectacle was the surreal, American-style halftime show… In the meantime, bombings, retaliation, offensive attacks and blockade have resumed in the Strait of Hormuz […]
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 […]
