How do innovation, conviction and valuation discipline come together in portfolio management? In an interview with Florian Schwab from finews.com, Quirien Lemey and Iana Perova, portfolio managers of DECALIA’s Future Society strategy, share their perspectives on the evolving investment landscape. From artificial intelligence and its underlying infrastructure to healthcare innovation, they discuss the structural trends […]
A few weeks ago, our CIO wrote that interest rates were sitting at levels younger generations have never seen. And he’s right: the US 10-year has returned to levels it last saw when I was busy learning to walk. By the time I learned about bonds, central banks had already convinced me that negative rates […]
Private Markets are about more than investments. They are about expertise, access and careful selection. Through our Inside DECALIA video series, we introduce the people behind our Private Markets expertise, the approach that drives our investment philosophy as well as our new advisory services. Take one minute to discover the expertise and people behind DECALIA […]
Yesterday evening at the Unipol Domus, Juventus did everything… except win. 72% possession, 1.9 expected goals against Cagliari’s 0.5, and yet they were trailing from the 20th minute after a Daniel Maldini goal, before Randal Kolo Muani snatched the equalizer in the 81st. The Old Lady had the ball, but not control of the script. […]
Who, in the world of finance, has ever been taught that “Switzerland is not an AI market”? Most of us, probably. The truth is, however, far more complex with the widespread confusion between a country’s equity “index” and its “market” often driving a common misconception among investors. Particularly in Switzerland, where the flagship SMI equity […]
In July 2008, the ECB raised its key rate by 25bps, arguing that inflation had become the top concern of European citizens as oil prices were spiking. Two months later, Lehman Brothers collapsed and the world plunged into its worst financial crisis since the Great Depression. The ECB and its infamous President, Jean-Claude Trichet, did […]
AI has captured the world’s attention. Who will capture its value? The investment story deserves a closer look. Discover DECALIA’s perspective in our latest carousel.
Last week’s rate decisions were really a story about tone, perception and thus credibility, as much as policy. The Fed delivered the hawkish decision markets had been braced for and then some: a 25bp hike to 3.75%–4.00%, its first increase since July 2023, passed by a unanimous 12-0 vote, a decision that came unanimously according […]
The next big idea may not come from the biggest name. How wide is your investment radar? Swipe for DECALIA’s perspective on innovation.
