The metaverse: A critical view from a tech investor

CONTENT What is it and is it new? Imagination on the loose? So how can we invest? And what about ESG considerations? The metaverse, the newest buzzword in town. Ever since Facebook, one of the largest companies in the world, decided to change its name to Meta and pledged to invest $10bn a year in […]

Rebalancing for rising rates

Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]

Li-ion batteries: the new frontier

•Surging demand for electric cars has driven lithium prices to stratospheric levels •As supply has fallen behind the curve, procurement is a key focus for auto makers •They are also investing heavily into battery manufacturing – vying for a competitive edge Elon Musk just made the headlines with his acquisition of Twitter. What if his […]

The ultimate resource

•Limited supply and increasing demand: such are the dynamics of the water market •Climate change only worsens the picture, heralding shortages and conflicts •The need -and investment opportunity- for better infrastructure/efficiency is great With the war in Ukraine, access to energy and agricultural commodities is an immediate worry and, quite understandably, the subject of much […]

SPHERE week on ESG

Next Sphere ESG Conference in Zurich (April 5) & Geneva (April 7): Alexander Roose, Head of Equities & co-PM of DECALIA Sustainable SOCIETY will discuss impact investing through the value chain analysis.

Greener buildings

• More efficient heating/cooling systems are paramount in fighting climate change • Technology, regulation & investment are helping drive down “operational carbon”… • …making “embodied carbon” the next frontier for building industry – and investors Alongside their many other geopolitical, economic and human ramifications, the dramatic events in Ukraine have pushed the oil price above […]

Sustainable SOCIETY: DECALIA’s new thematic strategy

The Swiss based asset manager DECALIA SA (“DECALIA”) launches a multi-thematic equity strategy, investing in companies that will shape tomorrow’s society. The strategy is co-managed by Alexander Roose & Quirien Lemey and invests in the seven themes regrouped by the acronym SOCIETY (– Security, O2 & Ecology, Cloud & Digital, Industry 5.0, Elder & Wellbeing, […]