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Why think local when markets are global?

Why think local when markets are global? In today’s interconnected world, megatrends such as AI, energy transition, ageing demographics and digitalisation know no borders. Neither should your equity allocation. At DECALIA, our Global Equities approach combines an unconstrained investment universe with high conviction stock picking, allowing us to capture the best companies and structural trends, […]

Why think local when markets are global?

Why think local when markets are global? In today’s interconnected world, megatrends such as AI, energy transition, ageing demographics and digitalisation know no borders. Neither should your equity allocation. At DECALIA, our Global Equities approach combines an unconstrained investment universe with high conviction stock picking, allowing us to capture the best companies and structural trends, […]

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Investing in defense: A new phase?

Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.

Central bank independence : Bend or break?

The tug-of-war that has played out for several months, under the spotlight of the media, between the President of the United States and his counterpart at the Federal Reserve, goes far beyond the near-term trajectory of U.S. policy rates. It questions the very role of a central bank and the importance of its independence from […]