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The power of sport

More than just another running competition, the early December Course de l’Escalade has become a true Geneva tradition. And what drives thousands of participants, of all ages and levels, to regularly don their sporting gear despite bleak autumn weather conditions and dwindling daylight time. Beyond the actual results on the day of the race, such […]

Viva Italia & Santa’s Goldisocks

Welcome to December (at the end of the week)! A month often associated with a sense of warmth and joy as people around the world come together to celebrate various holidays and festivities… on top of this year of the recent successes of Italy with its credit outlook raised from negative to stable by Moody’s, […]

Year-end rally on track

With the US government shutdown averted (for now), Italy government debt no longer in an imminent danger of a cut to junk at Moody’s (outlook was raised from negative to stable) and the qualification of the Nati (Swiss soccer team) for Euro 2024, I am wondering what could derail global equity markets to end the […]

Arctos & Aston Martin

As Formula 1 continues to expand and captivate audiences #worldwide, we are excited to witness the remarkable #journey that Arctos and Aston Martin F1 Team will embark on together. Wishing both Arctos team and the Aston Martin F1 Team#success on and off the track! DECALIA#Arctos#AstonMartin#Formula1#StrategicPartnership#Innovation#Growth#SportsInvestment

More questions than answers at this juncture

With the end of the year just around the corner if you consider Christmas decorations as a leading indicator, it’s already time to think about the macro scene and markets outlook for 2024. As you all know “it is difficult to make predictions, especially about the future”. So, I would love to receive a new […]

DECALIA in Zurich with SuperInvestor

How can you #boost risk-adjusted returns in private credit with #opportunities outside of mainstream #strategies?Why is the credit secondaries market booming?  Join us at #SuperInvestor in #zurich on November 14-17! Reji Vettasseri, Portfolio Manager Private Markets Funds and Mandates, DECALIA will join two panels “Beyond direct lending: distressed, special sits, opportunistic and asset-backed” and “The #debt secondary market: an important tool in the hunt for #liquidity?” on the 14th. Come […]

World War Manufacturing

Global dependency on a few specific regions for semiconductor and pharmaceutical manufacturing has long been a concern. In both of these critical industries, a shift towards reshoring — bringing manufacturing back to home countries — has been gaining traction recently. A move driven by a number of factors, including geopolitical tensions, supply chain disruptions, and […]

How emerging managers can stand out in a tough environment

Launching a new fund during the current challenging #fundraising#environment might seem like an impossible task. However, some managers are bucking the #trend with a variety of unconventional #strategies and innovative approaches.At the table: Roxana Mirica, Paul Newsome, Joanna Ernst, Eleanor Blagbrough, Nicolo Miscioscia, Partner and Head of Private Markets at DECALIA, Jean-Marc Jabre, Mark Vidamour, Ryan Taylor, moderated by Taku Dzimwasha, editor, Real Deals.

Trick or Treat?

At the time this letter will hit your screen I will be on holiday. While I will obviously enjoy it and benefit fully from my days off treat, I am somewhat concerned about the many tricks that markets may play to frighten investors during my absence as a busy data-packed week await us. In the […]