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Take it easy (and smooth)

You don’t have to have good news for things to get better; you just have to have less bad news. Such is the case with Cagliari Calcio, who may have lost to Udinese (1-2) at the weekend, but it is now one step closer to staying in Serie A thanks to … the defeats of […]

Trumpism and Its Many Consequences

By Alfredo Piacentini – Managing Partner, DECALIA SA Another article about Donald Trump, you say? It’s hard to talk about anything else when the wave is so powerful—at times even terrifying. Indeed, the world now finds itself in the hands of a remarkable communicator, with a clear penchant for demagoguery and a tendency to approach […]

When the going gets tough, only the best players hold up

Periods of financial market turmoil test the resilience of traditional portfolios. Hedge fund strategies tend to stand out for their ability to generate positive or stable returns, even when equity and bond markets are correcting in tandem. 2022 proved a striking example, offering valuable lessons for navigating the current trade war environment, triggered by the […]

The Power of Platforms

By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]

Private credit after an orange swan event

Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Public volatility vs. Private stability The “Orange Swan” Event As a new US president upends global trade, the world is witnessing what might be called an “orange swan” event. Like a “black swan”, this a rare occurrence with heavy consequences. But unlike their […]

Greenback, US Treasuries and Gold… It’s all connected!

The chaos over US tariffs that Donald Trump and his administration unleashed since their infamous “Liberation Days” has raised fundamental questions about the risk premium on US assets, especially on US Treasuries, and the role of the US dollar within the global economy and international financial system. The continuous ascent of gold is among the […]

4 unique advantages that a human-size wealth management boutique has over larger firms

by Sébastien Demole, Partner & Head of Wealth Management What can a human-size wealth management boutique offer that larger firms can’t? At DECALIA, we believe that small is beautiful. As a human-scale boutique, we are convinced that large institutions often struggle to deliver: attention, alignment and agility. Wealth Management boutiques need to be big enough to provide access […]