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CDMO: an acronym that spells opportunity

After the empty supermarket shelves of the Covid days, it is now pharmacies that are struggling to procure even the most common cold and flu medicines, as many an anxious parent has no doubt experienced. Unusually high seasonal demand is playing a role, but the bigger issues clearly lie on the production side. Pressured by […]

Did Tech get its mojo back?

By Quirien Lemey, Co-Lead PM of the DECALIA’s sustainable strategy January was a strong month across the world but particularly the Nasdaq soared, having its best January since 2001, closing the month up 10.68%. At the time of writing, it’s up nearly 16% YTD and registering its 7th >2% gain on the year. Only a […]

Moment of Truth

This week is likely to prove interesting, to say the least, in terms of economic releases as it will feature the very same macro ingredients than last week, namely activity indicators on one side, with the final readings of global PMI on top of US ISM indices (manufacturing on Wednesday and services on Friday), as […]

Stuck in the middle… with TATA

It hasn’t really been a love affair on markets since the release of the US CPI on the Saint-Valentine’s day, which was then followed by stronger than expected activity indicators. As we were suspecting last week, better than expected US activity data have pushed long rates higher, while sticky inflation has forced some investment banks […]

2023 OUTLOOK: What after the Great Reset?

By Alexander Roose, Head of Equities and co-lead PM of the DECALIA’s Sustainable strategy While equity markets started last year with a massive sell-off that set the stage for a sharply negative vintage, 2023 is giving encouraging signs of a turnaround. As we write, all major indices are firmly in the green, propelled higher by […]

DECALIA rewarded as Best Fund Manager

We are delighted to announce that DECALIA has been awarded Best Fund manager in the WealthBriefing 2023 awards. Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.

DECALIA has new ESG policies

“At DECALIA, the concept of ESG is not seen as a mere slogan, but as a principle of economic sustainability.” Rodolfo De Benedetti – Partner & Chairman of DECALIA Strategic ESG Committee Introduction Founded in 2014, DECALIA is a Swiss financial group which manages and advises private and institutional clients. It offers services adapted to […]

Quantitative tightening? What tightening?

As expected, Fed and ECB hiked last week their respective target rate by +25bps to 4.50-4.75% and by +50bps to 2.50%, while France beats Italy in the 6 Nations tournament (rugby) yesterday but it wasn’t as smooth and easy for the “coqs bleus”. Despite the still hawkish message they delivered and their overall cautiousness about […]

The many virtues of sport

Among the usual new year resolutions, adopting a healthier lifestyle tends to figure high on the list. In 2023, investors too may be well inspired to increase their exposure to sport, with the industry looking extremely attractive at this juncture – particularly in the US. Solid top-line growth, margin expansion and business resiliency: the ingredients […]