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 […]
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 […]
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 […]
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 […]
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 […]
DECALIA is pleased to announce that Atempo Growth has successfully secured €300 million in commitments at the First Close of its second fund, Atempo Growth II, bringing the firm’s total assets under management to over €700 million in just four years. Alongside DECALIA, Atempo Growth has gained the trust of leading institutional investors, including Banco […]
The PRISMA Investment Foundation announces the launch of the PRISMA Global Bonds investment group — an innovative global bond strategy specifically designed to meet the needs of Swiss pension institutions. The investment group is managed by DECALIA SA, a firm widely recognized for its expertise in active fixed income management. In response to the new […]
Apart my birthday and a spring-like weather, there was not much to celebrate recently… The announcement of reciprocal tariffs was worse than expected, both in terms of the percentages announced (higher than expected) and the method of calculation (a simplistic and arbitrary formula that further discredits the Trump administration), stock markets have been falling ever […]
Discover Our Investment Philosophy at DECALIA Private MarketsAt DECALIA Private Markets, we believe successful investments are driven by a clear, structured, and visionary approach. We are excited to share the first chapters of our investment philosophy—a key resource to understand how we select, structure, and manage our investments in private markets, especially in high-growth sectors. Special […]
