CONTENT What is it and is it new? Imagination on the loose? So how can we invest? And what about ESG considerations? The metaverse, the newest buzzword in town. Ever since Facebook, one of the largest companies in the world, decided to change its name to Meta and pledged to invest $10bn a year in […]
Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]
•Surging demand for electric cars has driven lithium prices to stratospheric levels •As supply has fallen behind the curve, procurement is a key focus for auto makers •They are also investing heavily into battery manufacturing – vying for a competitive edge Elon Musk just made the headlines with his acquisition of Twitter. What if his […]
•Limited supply and increasing demand: such are the dynamics of the water market •Climate change only worsens the picture, heralding shortages and conflicts •The need -and investment opportunity- for better infrastructure/efficiency is great With the war in Ukraine, access to energy and agricultural commodities is an immediate worry and, quite understandably, the subject of much […]
CONTENT Antivirus The Corporate Security Castle is dwindling The problem is you As always in tech, the rise of buzzwords How do we secure alpha? In 1999, 15-year-old James Jonathan was able to hack and shutdown NASA’s computers for 21 days. August 2013, account information of more than three billion of Yahoo customers had been […]
We are pleased to be recognized by Citywire as one of the top 50 independent asset managers 2022 in Switzerland. Well done team DECALIA !
Next Sphere ESG Conference in Zurich (April 5) & Geneva (April 7): Alexander Roose, Head of Equities & co-PM of DECALIA Sustainable SOCIETY will discuss impact investing through the value chain analysis.
• More efficient heating/cooling systems are paramount in fighting climate change • Technology, regulation & investment are helping drive down “operational carbon”… • …making “embodied carbon” the next frontier for building industry – and investors Alongside their many other geopolitical, economic and human ramifications, the dramatic events in Ukraine have pushed the oil price above […]
The Swiss based asset manager DECALIA SA (“DECALIA”) launches a multi-thematic equity strategy, investing in companies that will shape tomorrow’s society. The strategy is co-managed by Alexander Roose & Quirien Lemey and invests in the seven themes regrouped by the acronym SOCIETY (– Security, O2 & Ecology, Cloud & Digital, Industry 5.0, Elder & Wellbeing, […]
