Here are the key takeaways: Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2023 -and as a reminder-, our central macro scenario may be summed up as “less growth (but no hard landing), sticky inflation and higher […]
Interview with Quirien Lemey, Senior Portfolio Manager O2 & Ecology is one of the seven major themes in the DECALIA’s Sustainable strategy that will shape our society of tomorrow. There is enormous potential in silicon carbide, and here’s what you should know about it: Norway has just become the first country to reach 20% of […]
Happy New Year and Best Wishes for a healthy and investment successful 2023! I suspect that experiencing a boring year will already do most of the trick. As we start a new year, I have polished my crystal ball in order to make 10 predictions that could shape financial markets and portfolio returns in 2023. […]
Chinese authorities seem to be finally putting an end to their strict zero Covid policy. But the pandemic, with its extended periods of factory lockdowns and port closures in China, will leave a lasting mark on supply chains. Starting in March 2020, populations and company managements alike learnt in the hard way that access to […]
We are proud to announce that we have been nominated for “European Investor of the Year” in the Private Debt Investor Awards 2022! We would be honoured if you would vote for us here by clicking the link and participating in the Europe section of the survey.
DECALIA Private Markets platform continues to see positive developments, with the activity surpassing the CHF 1.5 billion mark. DECALIA Private Markets’ innovative model seeks to provide acceleration capital to specialised emerging managers, while generating asymmetrical value for investors. The pluriannual track record, achieved by its experienced team, has shown strong value creation. “We are delighted […]
As the “Qatar World Cup of Shame”, to quote Amnesty International, sees the top football nations compete in brand new air-conditioned stadiums, we in true DECALIA tradition – and with perhaps just a touch of irony – propose an alternative competition. One in which these 32 countries win or lose their games based not on […]
Enticing, less correlated returns for those with an entry ticket Reji Vettasseri, Lead Portfolio Manager of Private Markets Strategies Read our latest Private Markets quarterly article US Sports Investing: More Than A Game, discussing how the US sports industry has begun to open up to institutional capital, creating attractive opportunities for the early movers in […]
Opinion by Fabrizio Quirighetti In Europe, mercantilism is surviving, but is clearly no longer thriving. The UK’s current woes make this all the more apparent. Its economy’s fundamentals bear an increasing resemblance to an emerging economy, or rather a submerged economy in this case, given the continuous growth of public and private debt, deindustrialisation, chronic […]
