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Bank run 101

The run on Silicon Valley Bank (SVB) happened largely online, but in essence it was no different to what generations of children have watched in Mary Poppins. When young Michael protests that he wants his tuppence back (to feed the street pigeons!), other customers question whether their own money is really “safe and sound” – […]

And now what? (part 2)

One year after the first Fed’s rate hike, the aggressive fast monetary policy tightening finally bit… What are the consequences on the overall macroeconomic backdrop from current banking-stress? While their magnitude and extent will obviously depend on the depth of these scars on the financial system, as well as the time to close it, we […]

DECALIA attending the Zero One Hundred conference

📢 DECALIA is looking forward to attending the Zero One Hundred Conferences (PE & VC Platform) #2023 and joining the co-investment panel on the 28th-30th March in #Amsterdam.Reji Vettasseri, Lead Portfolio Manager for Private Credit, will be discussing the current state of the European #fundraising #market at the conference.👉 Please fell free to contact Reji, he will be happy to get in touch […]

And now what? (part 1)

Among Credit Suisse most valuable assets as of today What are the lessons to be learned and consequences from SVB fallout and CS debacle? I won’t be long today as there are still a lot of uncertainties in the air (i.e. I probably don’t know much more than you) and I have also to navigate […]

DECALIA’s article in the Private Debt Investor

Why it’s time for LPs to seek out the niches?In a recent article, Private Debt Investor talked to Reji Vettasseri, Lead Portfolio Manager for Private Credit at DECALIA, and other leading #investors about why niche private debt #strategies are unusually well positioned in a macro #environment characterised by increased complexity and higher #rates.

Let’s speak about another peak

For the last few months, investors have been focused essentially on peak inflation and peak terminal rates, but little attention has been devoted to peak cycle since last summer as the soft landing and even the no-landing scenarios were almost taken for granted. However, the latest events, namely the collapse of SVB (and 2 other […]

Bonds are back… as well as active management

For close to 40 years until recently, it has been a fantastic call to be long bond’s duration, especially through passive ETF’s investment in order to keep duration constantly high. For sure, we experienced a secular bond bull market with US 10y yield falling from circa 16% at the beginning of the 80’s to a […]

SuperReturn Conference in London

📢 DECALIA will be participating in the upcoming in the SuperReturn Private Credit Europe 2023 in #London. Reji Vettasseri, Lead Portfolio Manager Private Markets Funds and Mandates will be speaking in a panel on « Finding Opportunities in Pockets of Dislocation » and moderating a discussion on « the Democratisation of Private Markets ». 👉Do not miss it!